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How to Invest in REITs | Charles Schwab
A real estate investment trust (REIT) is a security that offers an opportunity to invest in real estate properties. Learn how to invest in REITs....
Schwab Custodial IRA Account Reregistration Application | Charles Schwab
Use this form to reregister a Schwab IRA account with Custodial (UGMA or UTMA) registration to a Schwab IRA account once you have reached the age at which your custodial relationship ends according to...
529 Plan: A College-Savings Vehicle | Charles Schwab
A 529 plan, a popular college-savings vehicle, can provide several tax advantages when used for education expenses. Learn more about how 529 plans work.
How to Maximize Travel Points | Charles Schwab
The Points Guy shares tips for making the most of your travel perks.
Schwab Personal Trust Services Checklist | Charles Schwab
If you are ready to move forward in naming Charles Schwab Trust Company as your trustee, please review the following requirements and then continue with the checklist that best suits your current situation...
APP32476-19
Learning Quest Account Maintenance Form | Charles Schwab
Use this form to update account information, such as a name or address.
Security Knowledge Center | SchwabSafe | Charles Schwab
Charles Schwab Security Knowledge Center: how-to guides, tips and more to help you stay safe online.
Schwab One® Custodial Beneficiary Conversion Account Application | Charles Schwab
Use this form to convert a Schwab brokerage account with Custodial (UGMA or UTMA) registration to a Schwab One brokerage account once you have reached the age at which your custodial relationship ends...
Schwab Custodial IRA Account Application | Charles Schwab
By signing this Application, you hereby adopt the Individual Retirement Plan that names Charles Schwab & Co., Inc. as Custodian of this Account, as further explained in the Charles Schwab & Co., Inc. Individual...