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• 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.

• Jeremy Zitting | Financial Consultant in NC | Charles Schwab

  Jeremy Zitting is a Financial Consultant at Charles Schwab serving Greensboro, NC. Request an appointment or contact us today to speak with a financial consultant.

• Josh Sangalang | Financial Consultant in CA | Charles Schwab

  Josh Sangalang is a Financial Consultant at Charles Schwab serving Los Altos, CA. Request an appointment or contact us today to speak with a financial consultant.

• Trade Options | Charles Schwab

  Ready to start your options trading journey? Follow these steps to trade options at Schwab.

• How to Combine 401ks & Retirement Accounts | Charles Schwab

  Combining 401(k)s and other retirement accounts in one place simplifies your finances, lowers administrative fees, and protects your retirement savings.

• Jeffrey Anderton | Financial Consultant in PA | Charles Schwab

  Jeffrey Anderton is a Financial Consultant at Charles Schwab serving Camp Hill, PA. Request an appointment or contact us today to speak with a financial consultant.

• Stocks Dividend Reinvestment Plan | Charles Schwab

  Learn how you can accumulate more shares with a dividend reinvestment plan at Schwab.

• College Savings Calculator | Charles Schwab

  Use our College Savings Calculator to estimate college costs and your savings goals. Simply answer a few questions.

• Roth IRA Conversion Calculator | Converting an IRA | Charles Schwab

  See if converting to a Roth IRA makes sense for you. Use our Roth IRA Conversion Calculator to compare estimated future values and taxes.

• How to create a customized watchlist on Schwab Mobile | Charles Schwab

  Create and edit a customized view of your watchlists on the Schwab Mobile app.