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• How to apply for margin borrowing | Charles Schwab

  Learn how to submit a margin funds application to trade with margin funds on Schwab.com

• Invest in Portfolio Solutions - Mutual Funds |Charles Schwab | Charles Schwab

  Choose a mutual fund portfolio solution -which are automatically rebalanced keeping you on track and saving you time.

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

• Charles Schwab Investment Management, Inc. Disclosure Brochure | Charles Schwab

  Charles Schwab Investment Management, Inc. Disclosure Brochure

• Affidavit of Domicile | Charles Schwab

  This affidavit is made for the purpose of securing the transfer or delivery of property owned at the time of the decedent’s death to a purchaser or the person(s) legally entitled thereto under the laws of the state of the decedent’s domicile.

• SEP-IRA for Employees | Charles Schwab

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

• How to use fund finder | Charles Schwab

• Agreement and Affidavit for Non-Schwab Durable Power of Attorney | Charles Schwab

  Use this form to apply a non-Schwab Power of Attorney to an existing Schwab account; it serves as the agreement between Schwab and the Durable Power of Attorney Agent designated in the non-Schwab Power of Attorney.

• SIMPLE IRA Instructions | Charles Schwab

  Follow these instructions to open your SIMPLE IRA account.

• Death Notification: What to do when a loved one dies — Inheritance Center | Charles Schwab

  Notifying us of the death of a Schwab client is the first step in the inheritance process. It’s easy and will take only a few minutes.