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• Agreement and Affidavit for Non-Schwab Durable Power of Attorney | Charles Schwab

  Use this form to apply a non-Schwab Power of Attorney to an existing Schwab account; it serves as the agreement between Schwab and the Durable Power of Attorney Agent designated in the non-Schwab Power of Attorney.

• Roth IRA Conversion Calculator | Converting an IRA | Charles Schwab

  See if converting to a Roth IRA makes sense for you. Use our Roth IRA Conversion Calculator to compare estimated future values and taxes.

• Leveraged and inverse products: What you need to know. | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We CompareMore choices. More ways to invest how you want. Explore ways to invest

• Index & Investment Term Definitions | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We CompareMore choices. More ways to invest how you want. Explore ways to invest

• 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 Futures and Forex daily segregated requirements July 2025 | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We CompareMore choices. More ways to invest how you want. Explore ways to invest

• Report a Vulnerability

  How to report a vulnerability.

• Schwab Stock Slices S&P 500 list | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We CompareMore choices. More ways to invest how you want. Explore ways to invest

• US vs International Returns | Charles Schwab

  International equities vs. U.S. equities: outperformance rotates over time.

• Margin Disclosure Statement | Charles Schwab

  This is important information regarding margin borrowing, if you have requested the margin feature on your brokerage account.