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• Company Retirement Account Master Account Application | Charles Schwab

  Use this form to open a brokerage account to invest the assets of your company retirement plan if your plan document allows you to conduct business with a broker-dealer.

• How to use Schwab Portfolio Checkup | Charles Schwab

  Podcasts Schwab Coaching Schwab NetworkCommentary Planning & Retirement Podcasts Schwab Network About Schwab Why Schwab

• Schwab SEP-IRA Basic Plan Document | Charles Schwab

  The purpose of this Plan is to provide, in accordance with its provisions, a Simplified Employee Pension plan providing benefits upon retirement for the individuals who are eligible to participate hereunder.

• How to Trade Futures | Charles Schwab Futures and Forex

  View the basic steps of how to trade futures, including how to place and manage thinkorswim futures trades.

• Custodial Account Transfer Worksheet | Charles Schwab

  You and your beneficiary can use this worksheet as you go through the custodial account conversion process.

• Schwab Trading Activity Index™ (STAX) | Charles Schwab

  Learn how the Schwab Trading Activity Index (STAX) tracks investor sentiment in the market over time and how you can use it as a powerful investing guide.

• Automatic Investment Plan Application | Charles Schwab

  Please complete this form, sign it, and return it to Schwab. You can either complete it online or print a copy and fill it out by hand.

• Schwab Futures and Forex daily Forex obligation April 2025 | Charles Schwab

  Podcasts Schwab Coaching Schwab NetworkCommentary Planning & Retirement Podcasts Schwab Network About Schwab Why Schwab

• How to use Schwab Assistant | Charles Schwab

  Find answers to your questions anytime using our virtual Schwab Assistant.

• Futures Markets | Charles Schwab

  Explore the wide variety futures markets available for trading, including futures indices and futures options.