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• Protect yourself from phishing | Charles Schwab

  Identify and report malicious activity.

• The Charles Schwab & Co. Guide to Margin | Charles Schwab

  Margin is a tool that can be used to potentially generate greater returns, execute investment strategies, and serve as a source of flexible low cost borrowing for other lending needs.

• 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.

• Schwab Stock Slices Certificate | Charles Schwab

  Schwab Stock Slices

• Schwab Futures and Forex's most current certified annual report | Charles Schwab

  Schwab Alliance DAFgiving360™ Retirement Plan Center Equity Awards Center® Schwab 529Financial Planning Financial Planning Offering How MuchMuch You Need to Retire Planning Calculators Complimentary Plan

• Long Call vs. Bull Call Spread | Charles Schwab

  With so many bullish options strategies to choose from, how might a trader know which is right for their next trade? We'll compare two bullish options strategies in order to assist the prospective trader with the decision-making process.

• Should You Start Giving Money to Your Heirs Now or Leave a Bequest? | Charles Schwab

  Giving away assets in one's lifetime might make sense tax-wise, but the issue is deeply emotional and personal for most people.

• How to set up a recurring payment | Charles Schwab

  Set up a recurring payment using Schwab Bank BillPay®.

• Registered Index-Linked Annuity Rates | Charles Schwab

  Learn about the registered index-linked annuity (RILA) rates offered through Schwab.

• Schwab Bank Direct Deposit Form | Charles Schwab

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