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• Request an IRA Distribution | Charles Schwab

  Use this form to request a new distribution from or change an existing distribution instruction for your Schwab IRA account.

• OTC (Over-the-Counter) Markets: Trading & Securities | Charles Schwab

  Dive into the world of OTC markets and securities to understand their role in the financial landscape. Explore the benefits and risks of trading OTC.

• How a Dividend Reinvestment Plan Works | Charles Schwab

  A Dividend Reinvestment Plan, or DRIP, is the process of automatically reinvesting dividends into additional whole and fractional shares of a company's stock.

• Fixed Income Glossary | Charles Schwab

  Find definitions to terms related to Fixed Income Investing on Schwab.com.

• Mid-Year Statement of Financial Condition | Charles Schwab

  Charles Schwab & Co., Inc. notes to Statement of Financial Condition.

• Education Savings Account | Charles Schwab

  An Education Savings Account can supplement a 529 College Savings Plan and help you pay for education expenses from kindergarten through college.

• What Is the Treasury Yield Curve? | Charles Schwab

  The Treasury yield curve is an important economic indicator that, depending on its shape, can signal changes in market expectations and provide economic insight.

• Consolidate Accounts - Asset Transfer | Charles Schwab

  Learn about the benefits of transferring accounts from multiple firms to one. Simplify your finances with convenience, tax benefits and lower costs.

• SEP-IRA for Employees | Charles Schwab

  Save for your future and gain valuable tax benefits with your Schwab SEP-IRA (Simplified Employee Pension Plan).

• https://www.schwab.com/public/file/P-13264645

  includes contact details and other information necessary to verify your identity; internet or other network activity information; biographical information, including pro- fessional and employment information;...