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• Mutual Fund Prospectuses: Investor Information | Charles Schwab

  Find the information you need with Schwab prospectuses, performance summaries, and portfolio holdings statements for each fund.

• Charles Schwab Futures & Forex LLC FDM-Specific Disclosure Document | Charles Schwab

  The Schwab Difference Why Choose

• Charles Schwab Futures and Forex LLC FCM-Specific Disclosure Document | Charles Schwab

  The Schwab Difference Why Choose

• 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...

• Get ready to build your financial plan with a CERTIFIED FINANCIAL PLANNER™ professional | Charles Schwab

  Review the checklist below to make the most of our planning tool and your appointment with a CFP® professional to develop a smarter, more informed financial plan.

• Add Options Trading and Margin to Your Account | Charles Schwab

  Complete Sections 1 through 4. For Organization accounts, you must complete Section 5 as well. See Section 6 for instructions on returning your completed form.

• How to get the most out of Schwab Personalized Indexing Dashboard | Charles Schwab

  Use the Schwab Personalized Indexing Dashboard to review your account performance and holdings summary.

• What are Buffer ETFs? | Charles Schwab

  Product overview and description of Buffer ETFs

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

  The Schwab Difference Why Choose

• Charles Schwab Bank Pricing Guide | Charles Schwab

  The Schwab Difference Why Choose