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• How to use hypothetical gain/loss in watchlists | Charles Schwab

  Learn how to use the hypothetical gain or loss feature within custom watchlists to help guide your future investment decisions.

• Investing in Mutual Funds | Charles Schwab

  Find out what mutual funds are and how they may benefit your financial goals. Use resources from Schwab to start investing in mutual funds today.

• 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.

• Personal Defined Benefit Plan | Charles Schwab

  Use Schwab's personal defined benefit plan to make higher retirement contributions. Learn more about a personal defined benefit plan for your business.

• Education Savings Account (ESA) Application | Charles Schwab

  By signing this Application, you hereby adopt the Education Savings Account Plan that names Charles Schwab & Co., Inc. as custodian of this account, as further explained in the Charles Schwab & Co., Inc. Education Savings Account Plan.

• Required Minimum Distributions: What's New in 2025 | Charles Schwab

  Planning ahead for required minimum distributions (RMDs) can help you manage retirement income and potential tax consequences. Learn about RMD rules for 2025.

• Qualified Retirement Plan (QRP)/Keogh or Individual 401(k) Required Minimum Distribution Request Form | Charles Schwab

  Complete this form if you wish to take a Required Minimum Distribution (RMD) from your QRP/Keogh or Individual 401(k) account.

• Schwab Futures and Forex daily Forex obligation January 2025 | Charles Schwab

  The Schwab Difference Why Choose

• Add Account Holder to Schwab One® Brokerage Account and Associated Schwab Global Account™ | Charles Schwab

  Please complete this form to add an additional account holder to your existing Schwab One brokerage account, your associated Schwab Global Account, and, if applicable, your linked Schwab Bank Investor Checking™ account.

• Tax reporting and cost basis facts for stock plans.

  basis for disqualified and qualified dispositions need to be updated on Form 8949? Potentially. Different tax treatments may apply on disqualified and qualified dispositions. We recommend that you work...