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• 8 Things to Know about IPOs | Charles Schwab | Charles Schwab

  What is an IPO? How does it work? If you have equity compensation, how will you be impacted? Learn what to expect during an initial public offering.

• How to Handle Margin Calls | Charles Schwab

  Watch to learn what to do if you get a margin call and how to potentially avoid them.

• Charles Schwab Investment Management, Inc. Disclosure Brochure | Charles Schwab

  Charles Schwab Investment Management, Inc. Disclosure Brochure

• How to monitor positions | Charles Schwab

  country-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients. © 2025 Charles Schwab & Co., Inc. All...

• How to add and manage an authorized user | Charles Schwab

  country-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients. © 2025 Charles Schwab & Co., Inc. All...

• Rebalancing in Action | Charles Schwab

  Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.

• Investing Basics: Bonds | Charles Schwab

  Watch to learn the basics of bonds and how investors might use them to preserve capital and pursue extra income.

• Trading Near the Bells | Charles Schwab

  Want to trade near the bells? Learn what you should know about the market's most volatile trading hours.

• Statement of Financial Condition | Charles Schwab

  Report of independent registered audit firm.

• Customize Platform Appearance on thinkorswim® | Charles Schwab

  Customize the color scheme and font size on thinkorswim®.