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• Identity Theft Checklist | Charles Schwab

  If you suspect you’ve been the victim of identity theft or fraud, taking immediate action may help limit the impact.

• SIMPLE IRA Elective Deferral Agreement | Charles Schwab

  Read and complete all sections, as applicable, of this Elective Deferral Agreement before signing it. Return it to your Employer (with your completed Schwab IRA Account Application, if you are a new participant).

• SEP IRA Employee Summary | Charles Schwab

  Complete all sections of this document in accordance with the elections you made on the Adoption Agreement. Retain the original completed copy for your records—this document should not be returned to Schwab.

• ThomasPartners - Dividend Investing | Charles Schwab

  Income every month, annual income growth, and competitive total returns over time-the three goals of ThomasPartners. Learn more about dividend growth.

• Real Estate Investment Trusts (REITs) | Charles Schwab

  What is a REIT? Real Estate Investment Trusts allow you to trade real estate in the form of securities, usually in one of two main REIT types.

• Preferred Securities: Balancing Yield with Risk | Charles Schwab

  Preferred securities' yields may be appealing, but they almost always come with additional risks.

• 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.

• Online Security Checklist | Charles Schwab

  We consider your account security to be a partnership between you and Schwab.

• How to place an order to cover short positions | Charles Schwab

  Read PDF: Place order to cover short positionsAll-In-One Trade Ticket

• Online Stock Trading Tools | Web Trading Tools | Charles Schwab

  Place trades and access a wealth of trading tools, fundamental analysis, market data, industry research, and more when you trade online at Schwab.com.