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• How to use Fund Finder | Charles Schwab

  Find mutual funds or exchange-traded funds that meet your criteria with Fund Finder.

• How to transfer securities between accounts | Charles Schwab

  Move or gift assets from one Schwab brokerage account to another Schwab brokerage account.

• Inherited IRA Application for an Organization Beneficiary - Information and Instructions | Charles Schwab

  Use this chart to determine what paperwork you will need to submit, based on the type of beneficiary that is inheriting the IRA.

• Low-Cost Investments and Wealth Management | Charles Schwab

  Schwab offers low-fee brokerage services tailored for your personal financial goals. Learn more about low-cost investments with Schwab.

• Are Municipal Bonds Tax Free? | Charles Schwab

  Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.

• Theta Decay in Options Trading: Strategies to Know | Charles Schwab

  Explore the concept of theta in options and discover three trading strategies focused on time decay, also referred to as theta decay.

• How to go paperless | Charles Schwab

  Set paperless delivery preferences for your Schwab account to reduce paper consumption and give you more control over your account.Read PDF: Go Paperless

• Instructions to Open or Update a Schwab One Trust Account with Optional Schwab Bank Investor Checking Account Bundle | Charles Schwab

  Please return pages 1–19 of this form, plus the title and all signature pages of the Trust documentation.

• Portfolio Margin | Charles Schwab

  Portfolio margining is a method for calculating margins and associated risk in an investment portfolio. Learn about portfolio margin strategies with Schwab.

• Does Your Inner Scorekeeper Skew Your Judgement? | Charles Schwab

  How do mental scorecards shape your financial decisions? Professor Daniel Stone joins to unpack how reference points can shape risk, reward, and regret.