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

  Contact UsPlans800-724-7526 More ways to contact SchwabIncome Tax-Efficient Investing Schwab Personal Trust Services Alternative Investments

• SIMPLE IRA Elective Deferral Agreement | Charles Schwab

  Read and complete all sections, as applicable, of this Elective Deferral Agreement before signing it. Return it to your Employer (with your completed Schwab IRA Account Application, if you are a new participant).

• How to Read Stock Charts and Trading Patterns | Charles Schwab

  Learn how to read stock charts and analyze trading chart patterns, including spotting trends, identifying support and resistance, and recognizing market reversals and breakout patterns.

• Swing Trading Stocks: Strategies and Indicators | Charles Schwab

  Learn some of the basic entry and exit signals and money management techniques used in swing trading.

• Grow Tax-Free Savings with Roth Conversions | Charles Schwab

  Converting a portion of your retirement savings into Roth assets can give you a flexible source of income and potentially help lower taxes over time.

• Divorce after 50: Retirement Savings Impact | Charles Schwab

  Divorce after 50 can have a huge impact on your retirement savings. Learn how to safeguard your financial future during late-in-life divorce.

• Online Security Checklist | Charles Schwab

  We consider your account security to be a partnership between you and Schwab.

• Using Chart Divergences to Make Trading Decisions | Charles Schwab

  When technical indicators that normally correlate instead move apart, known as chart divergences, it can be a signal to potentially adjust a trading strategy.

• 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 according to your state law.

• New Congress Faces Massive Policy Agenda | Charles Schwab

  Donald Trump and Republicans support sweeping changes that could affect the economy and investors. Narrow margins in Congress may complicate that agenda.