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• Schwab Futures and Forex daily Forex obligation 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

• The Schwab One® Custodial Account Info Sheet | Charles Schwab

  A custodial account allows you to open an account in a child’s name and manage it, typically until the child reaches age 18 or 21 and takes full control of the account (or can be up to age 25, depending on state laws).

• IRA/ESA Divorce Transfer Request Form | Charles Schwab

  Complete and sign this form and return it to Schwab to request a transfer of interest from one IRA or ESA account to a spouse’s or an ex-spouse’s IRA or ESA account as a result of a divorce decree or separation instrument.

• Identity Theft Checklist | Charles Schwab

  If you suspect you’ve been the victim of identity theft or fraud, taking immediate action may help limit the impact.

• Statement of Financial Condition | Charles Schwab

  Report of independent registered audit firm.

• Schwab Futures and Forex daily Forex obligation June 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

• Online Security Checklist | Charles Schwab

  We consider your account security to be a partnership between you and Schwab.

• SEP IRA Employee Summary | Charles Schwab

  Complete all sections of this document in accordance with the elections you made on the Adoption Agreement. Retain the original completed copy for your records—this document should not be returned to Schwab.

• SIMPLE IRA Elective Deferral Agreement | Charles Schwab

  Read and complete all sections, as applicable, of this Elective Deferral Agreement before signing it. Return it to your Employer (with your completed Schwab IRA Account Application, if you are a new participant).

• 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.