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• Tax-Efficient Investing | Charles Schwab

  Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.

• Schwab 529 College Savings Plan Payroll Direct Deposit Form | Charles Schwab

  Complete this form to start or change the allocation of your Payroll Deduction instructions on your existing Schwab 529 Plan Account(s).

• How to access statements on Schwab Mobile | Charles Schwab

  Easily access statements and other documents in just a few simple steps.

• Schwab Wealth Advisory - Wealth Management | Charles Schwab

  Schwab Wealth Advisory provides you with a personalized approach to wealth management and wealth planning with you at the center.

• Schwab 529 Education Savings Plan Additional Contribution Form | Charles Schwab

  Complete this form to make additional contributions to your Schwab 529 Plan Account by check or rollover.

• Account Types with Schwab Intelligent Portfolios | Charles Schwab

  Unsure about which Schwab Intelligent Portfolios® account is appropriate for you? Consider your options.

• How to use hypothetical gain/loss in watchlists | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit Cards

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• Trading and Withdrawal Authorization - Schwab Bank Investor Checking™ | Charles Schwab

  Use this form to authorize a third party to act on your behalf in connection with your Individual Retirement Account, your Schwab One brokerage account and, if applicable, your linked Schwab Bank Investor Checking account™.

• What is a Robo-Advisor: Debunking Myths | Charles Schwab

  What is a robo-advisor, and how do they work? Learn the truth behind robo-advisors—the modern method of automating your investing and debunk robo-advisor myths.