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• Durable Power of Attorney For All States Except New York and Pennsylvania

  APP114024AL-01-01

• Socially Responsible Investing (SRI) | Charles Schwab

  What is socially responsible investing? Learn more about the investment approach that allows investors to align their investments with values & performance.

• How to sell stocks | Charles Schwab

  Learn how to sell stocks using the All-In-One Trade Ticket or SnapTicket®.

• What Is an IPO Lockup Period? | Charles Schwab

  When a company goes public, inside investors can be restricted from selling ownership stakes during a "lockup period." Learn how lockup periods work.

• Introduction to thinkorswim® Web | Charles Schwab

  In this tutorial, we'll take a tour of the thinkorswim® web platform and show you how to get started.

• Awards and Industry Recognition | Charles Schwab

  Winning awards starts with winning client satisfaction. Our dedication to serving clients has earned us top rankings in the industry.

• Investing Principles | Charles Schwab

  The fundamentals you need for investing success. Schwab can help you create or update your financial plan using these investing basics.

• Direct Indexing with Schwab Personalized Indexing | Charles Schwab

  Direct indexing offers a customizable approach to tax management and portfolio construction. Learn more about Schwab Personalized Indexing.

• Personalized Approach - Wealth Management | Charles Schwab

  Your financial planning should be as unique as you are. Your Private Client Advisor will work closely with you to understand your needs and goals and create a personalized wealth management plan.

• Certificate of Deposit | Charles Schwab

  A certificate of deposit (CD) is a type of savings tool with various benefits. Explore current CD rates and how to purchase CDs through Schwab.