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Shorting Stocks in Your Investment Strategy | Charles Schwab
Short selling aims to provide protection or profit during a stock market downturn, but it can be risky and requires a margin account. Learn the mechanics of shorting a stock.
Company Retirement Account Participant Application | Charles Schwab
Use this form to establish separate brokerage accounts for each participant in your retirement plan.
Pledged Asset Line Automatic Payment Authorization Form | Charles Schwab
In order to establish automatic payments to your Charles Schwab Bank Pledged Asset Line you must call 800-838-6573 or complete, sign, and return this form to Schwab Bank by fax or mail.
Schwab 529 Education Savings Plan Withdrawal Request Form | Charles Schwab
Complete this form to request a full or partial withdrawal from your Schwab 529 Plan Account.
How Higher Income Can Affect Medicare Premiums | Charles Schwab
Medicare premiums can jump if your retirement income rises above certain levels, but there are steps you can take to prepare and help minimize the impact.
3 Options Metrics to Gauge Stock Sentiment | Charles Schwab
Investors who don't trade options can still potentially benefit from options data. Learn how you can use options data to help gauge stock momentum.
How to reinvest dividends | Charles Schwab
Discover how to find equities that pay dividends and learn how you can reinvest them.
ERISA 408(b)(2) Fee Disclosure Report | Charles Schwab
The Employee Retirement Income Security Act of 1974 (ERISA), as amended, requires employee benefit plan fiduciaries to act solely in the interests of, and for the exclusive benefit of, plan participants and beneficiaries.
Open online or use this form to open two linked accounts: (1) a Schwab One brokerage account with Charles Schwab & Co., Inc. and (2) a Schwab Bank Investor Checking account with Charles Schwab Bank, SSB.
A Straddle Option vs. a Strangle Option | Charles Schwab
A straddle option and strangle option are strategies for advanced traders to get volaility exposure. Learn more about how they work.