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• 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...

• Learning Quest Account Maintenance Form | Charles Schwab

  Use this form to update account information, such as a name or address.

• Alternative Investments | Charles Schwab

  strategies that invest in non-traditional financial assets such as private equity, private credit, real estate, hedge funds, and exchange funds....

• Paper Trading | Charles Schwab

  paperMoney® — the paper trading experience that allows you to practice your strategies without putting real money on the line....

• 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...

• 6 Key Roles to Include in an Estate Plan | Charles Schwab

  Naming people you trust to fill important roles, including executor and power of attorney, is essential to an estate plan. Learn whom to include and why....

• Using Bookmap on thinkorswim | Charles Schwab

  Bookmap is an application available on thinkorswim that offers insight into real-time data. Learn how traders can use it to see supply, demand, and volume....

• Fixed Income Glossary | Charles Schwab

  Find definitions to terms related to Fixed Income Investing on Schwab.com.

• Alternative Investments | Charles Schwab

  through Schwab, including private equity, private credit, hedge funds, exchange funds, and private real estate—as well as the benefits and risks....

• Noncash Charitable Contributions for Tax-Smart Giving | Charles Schwab

  Leveraging the appreciation of assets such as real estate or stock to make noncash charitable contributions can help maximize your impact and reduce your taxes....