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• Trading and Withdrawal Authorization - Schwab Bank Investor Checking™ | Charles Schwab

  Use this form to authorize a third party to act on your behalf in connection with your Individual Retirement Account, your Schwab One brokerage account and, if applicable, your linked Schwab Bank Investor Checking account™.

• Mega-Cap Rollercoasters: Basics of Single-Stock ETFs | Charles Schwab

  Single-stock ETFs are now available, but these funds pose unique risks and aren't for everyone. Here are a few basics.

• What is a Robo-Advisor: Debunking Myths | Charles Schwab

  What is a robo-advisor, and how do they work? Learn the truth behind robo-advisors—the modern method of automating your investing and debunk robo-advisor myths.

• Asset Inventory Worksheet | Charles Schwab

  No matter what your situation, your first step toward getting your estate plan started is to assemble key pieces of information about your personal circumstances, assets, and debts.

• Gamma in Options: Learn How It Works | Charles Schwab

  Understanding options gamma can help traders better manage their stock options positions. Learn how options gamma works and three ways to manage gamma risk.

• Bollinger Bands: What They Are and How to Use Them | Charles Schwab

  Bollinger Bands help you identify sharp, short-term price movements and potential entry and exit points.

• Planning Retirement Income | Charles Schwab

  Planning retirement income may seem daunting, but it doesn't need to be. Learn budgeting and strategic tips in our guide to navigating distributions.

• Investment Advisory Products Employer Opt-Out Authorization Form | Charles Schwab

  Use this form if you do not want to include investment advisory products as an investment choice under your plan.

• Learning Quest 529 Plan Financial Professional Authorization Form | Charles Schwab

  Complete this form to designate or change a Financial Professional on your account.

• What to Know About Trading Futures Options | Charles Schwab

  When trading options, it's possible to trade futures as well as stocks. Learn the similarities and differences of trading options on futures versus stocks.