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• Schwab Custodial IRA Account Reregistration Application | Charles Schwab

  Use this form to reregister a Schwab IRA account with Custodial (UGMA or UTMA) registration to a Schwab IRA account once you have reached the age at which your custodial relationship ends according to your state law. Or use this form to reregister a Schwab Minor Inherited IRA account to an Inherited IRA account.

• Pledged Asset Line® | Schwab Bank

  The Schwab Pledged Asset Line® is a line of credit that leverages portfolio assets as collateral. Learn how a pledged asset line can meet financial needs.

• Advisory Programs Referenced in our CRS-IA | Charles Schwab

  See our advisory programs that provide different services, investments, account minimums, and levels of monitoring.

• Custodial Account Transfer | Schwab One® Custodial Account | Charles Schwab

  Find a wealth of resources to help you better understand how to manage and plan for financial well-being.

• What is a Robo Advisor | Charles Schwab

  Learn what Robo-Advisors are, and how they can put your money to work to help you meet your specific financial goals.

• Are HSAs the New IRAs? | Charles Schwab

  Considering investing in a health savings account? Learn how these triple-tax-advantaged accounts could help pay for health care in retirement.

• Using Bond Ladders for Income | Charles Schwab

  Bond ladders can help investors earn current income and have the flexibility to reinvest in higher-yielding bonds if interest rates rise.

• What Is Forex? | Charles Schwab Futures and Forex

  Forex trading is the simultaneous buying and selling of currencies from two different countries - hoping to profit as their values go up and down. Take advantage of Schwab's expertise to learn forex basics and how to trade forex.

• Investing Basics: ETFs | Charles Schwab

  Learn about the risks and potential rewards of exchange-traded funds, also known as ETFs.

• Roth 401(k) vs. Roth IRA | Charles Schwab

  Learn more about both Roth IRAs and Roth 401(k)s, including how they work, their income limitations, and why you should consider contributing to them.