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• Schwab 529 Plan Agent Authorization Form | Charles Schwab

  Complete this form to designate an Investment Advisor, individual, or other entity as your agent with limited authority to act on your Schwab 529 Plan Account(s).

• Learning Quest Account Owner Change Form | Charles Schwab

  Use this form to add or replace a Joint Account Owner on your account. To complete this request, all Account Owners, existing and new must sign in Section 4. A new Account Application is not necessary.

• SIMPLE IRA Contribution Transmittal Form | Charles Schwab

  Use this form to remit SIMPLE IRA contributions for your plan to Schwab. All requested information is required.

• How to transfer an account to Schwab | Charles Schwab

  Learn to transfer an account to Schwab in just three simple steps. Transfer your stocks, mutual funds and more.

• Schwab Futures and Forex daily segregated requirements April 2025 | Charles Schwab

  Schwab.com 中文登入 Schwab International Schwab Advisor Services™ Schwab Intelligent Portfolios®Overview Government Policy International

• Request a Recharacterization or Remove an Excess IRA Contribution General Information and Instructions | Charles Schwab

  Use this form to recharacterize contributions made to a Roth IRA or Traditional IRA, or remove an excess Traditional IRA or Roth IRA contribution.

• Complex exchange-traded products (ETPs) | Charles Schwab

  Learn about the benefits and potential risks of Complex ETPs.

• How to create and manage a portfolio in Portfolio Checkup | Charles Schwab

  Schwab.com 中文登入 Schwab International Schwab Advisor Services™ Schwab Intelligent Portfolios®Overview Government Policy International

• You've just inherited a retirement account. Now what? | Charles Schwab

  Inherited IRA (pre-Secure Act)

• How to Trade Options | Charles Schwab

  Get an overview of how to trade options using specialized tools by Schwab.