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• How to get the most out of Schwab Personalized Indexing Dashboard | Charles Schwab

  Use the Schwab Personalized Indexing Dashboard to review your account performance and holdings summary.

• How to access statements on Schwab Mobile | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators Complimentary PlanMore choices. More ways to invest how you want. Explore ways to invest

• Schwab 529 Plan Agent Authorization Form | Charles Schwab

  Complete this form to designate an Investment Advisor, individual, or other entity as your agent with limited authority to act on your Schwab 529 Plan Account(s).

• Learning Quest Account Owner Change Form | Charles Schwab

  Use this form to add or replace a Joint Account Owner on your account. To complete this request, all Account Owners, existing and new must sign in Section 4. A new Account Application is not necessary.

• College Savings Calculator | Charles Schwab

  Use our College Savings Calculator to estimate college costs and your savings goals. Simply answer a few questions.

• Schwab Futures and Forex daily segregated requirements April 2025 | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators Complimentary PlanMore choices. More ways to invest how you want. Explore ways to invest

• Request a Recharacterization or Remove an Excess IRA Contribution General Information and Instructions | Charles Schwab

  Use this form to recharacterize contributions made to a Roth IRA or Traditional IRA, or remove an excess Traditional IRA or Roth IRA contribution.

• How to create and manage a portfolio in Portfolio Checkup | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators Complimentary PlanMore choices. More ways to invest how you want. Explore ways to invest

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• Fixed Deferred Asset Rates | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators Complimentary PlanMore choices. More ways to invest how you want. Explore ways to investfor an additional cost: cost depends on which option you select. By electing IOR, you will receive a lower initial guaranteed interest rate than if you did not elect IOR. The Interest Opportunity Rider option...