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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.

• Fixed Income Investments | Charles Schwab

  Fixed income investments, such as individual bonds or bond mutual funds, offer a way to diversify a portfolio. Explore fixed income funds as an investment strategy.

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

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

• thinkorswim web | Charles Schwab

  Trade from almost any browser with thinkorswim® web—an intuitive web platform that has the essential tools of thinkorswim desktop. No download required.

• 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.

• Open a Checking Account Online | Schwab Bank

  Open an online checking account with Schwab Bank to access competitive APY rates and unlimited ATM fee rebates. Explore the Schwab Bank Investor Checking™ account.

• 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.

• 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.

• 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.

• Instructions to Open or Update a Schwab One® Trust Account with Optional Schwab Bank Investor Checking™ Trust Account | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit Cardscountry-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...