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• Rollover 401k to IRA | Merge Retirement Accounts | Charles Schwab

  Discover your 401k Rollover Options: transferring, tax advantages, fees, and more. Learn how to roll over your old 401k into an IRA to maximize your benefits.

• Important Information About the Simplified Employee Pension Plan (SEP-IRA Plan) | Charles Schwab

  These instructions are designed to help you, the Employer, along with your attorney and/or tax advisor, complete the Adoption Agreement to establish your Schwab SEP-IRA plan.

• Schwab 529 College Savings Plan Financial Professional Authorization | Charles Schwab

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

• How to place a trade during extended hours | Charles Schwab

  Learn how to trade during the pre-market and after hours sessions with Schwab.

• Learning Quest 529 College Savings Plan Payroll Direct Deposit Form | Charles Schwab

  Complete this form to start or change the allocation of your Payroll Deduction instructions on your existing Learning Quest 529 Plan Account(s).

• Schwab Global Account and Schwab One Brokerage Account Transfer Form | Charles Schwab

  Use this form to transfer securities and/or funds from another financial institution (e.g., brokerage, mutual fund company, bank, or insurance company) into your Schwab One Brokerage Account and your associated Schwab Global Account.

• 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.

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

  Home Loans & Rates Pledged Asset Line Credit Cards

• Schwab Estate Account Application | Charles Schwab

  A Schwab One Estate Account may be opened only if the estate is currently being probated under court supervision and a final decree of distribution has not been entered.

• Commodity ETFs | Charles Schwab

  What are commodity exchange-traded funds (ETFs)? What are the benefits and risks of including them in your financial portfolio?