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• Schwab Intelligent Portfolios Historical Performance | Charles Schwab

  This interactive tool allows you to see historical returns for a sample of some of the available portfolios.

• Custodial Account Beneficiary Distribution Form | Charles Schwab

  Use this form to withdraw all assets from this custodial account and close the account once you have reached the age at which your custodial relationship ends according to your state law.

• Wasmer Schroeder Actively Managed Strategies | Charles Schwab

  With a wide range of actively managed strategies to choose from, Wasmer Schoeder Strategies offers fixed income investing that’s tailored to fit you.

• Using a Walk Limit® Order on thinkorswim® | Charles Schwab

  Walk Limit® orders for options help automate the limit order process, increasing or decreasing the price at set intervals to potentially fill an ideal price.

• Three Ways to Use Margin and Leverage | Charles Schwab

  Learn three ways investors and traders can maximize the use of margin while managing the risks of leverage in their investing strategies.

• What Happens When Companies Report Earnings | Charles Schwab

  Don't be in the dark during earnings season. Watch this video to understand what an earnings report can tell you about a company's financial condition.

• What to Know About Inheriting a Business | Charles Schwab

  Inheriting a business can be a great honor—and potentially a great burden. Explore three considerations for inheriting a family business.

• Update Your Schwab Brokerage Account | Charles Schwab

  Use this form to add an account holder to your Schwab One account.

• Forms & Applications | Charles Schwab

  Find the forms you need in one convenient place. Open an account, roll over an IRA, and more.

• Schwab Bank Direct Deposit Form | Charles Schwab

  To initiate direct deposit into your Schwab Bank account, follow the instructions below.