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• How to use Stock Screener to find stocks | Charles Schwab

  Research stocks using popular predefined screens or create and save screens of your own in order to find stocks that meet your investment needs.Stock Screener

• How to Handle Margin Calls | Charles Schwab

  Watch to learn what to do if you get a margin call and how to potentially avoid them.

• SEP-IRA for Employees | Charles Schwab

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

• 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.

• Rebalancing in Action | Charles Schwab

  Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.

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

  Charles Schwab Investment Management, Inc. Disclosure Brochure

• How to monitor positions | Charles Schwab

• How to add and manage an authorized user | Charles Schwab

• Customize Platform Appearance on thinkorswim® | Charles Schwab

  Customize the color scheme and font size on thinkorswim®.

• An Overview of the 1099 Composite Tax Form | Charles Schwab

  Learn which types of brokerage accounts typically generate a 1099 composite tax form. Plus, find out when to expect your brokerage 1099 tax form.