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• The Charles Schwab & Co. Guide to Margin | Charles Schwab

  Margin is a tool that can be used to potentially generate greater returns, execute investment strategies, and serve as a source of flexible low cost borrowing for other lending needs.

• Custodial Account Beneficiary Distribution Form | Charles Schwab

  Use this form to withdraw all assets from this custodial account and close the account once you have reached the age at which your custodial relationship ends according to your state law.

• Schwab Futures and Forex daily segregated requirements May 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

• Schwab Bank Direct Deposit Form | Charles Schwab

  To initiate direct deposit into your Schwab Bank account, follow the instructions below.

• Verify Your Request for a Schwab Global Account™ Foreign Wire Transfer | Charles Schwab

  Do not use this form for retirement or Schwab Bank accounts. Visit Schwab.com for IRA distribution and Schwab Bank wire request forms.

• Individual 401(k) Contribution Agreement | Charles Schwab

  All participants, including business owners, must complete this Agreement to indicate the elective deferral amount to have withheld from compensation.

• Schwab Managed Portfolios - Portfolio Diversification | Charles Schwab

  Schwab offers professionally managed, broadly diversified portfolios of low-cost ETFs or mutual funds. Compare our model portfolios to learn more.

• Charles Schwab Bank Deposit Slip | Charles Schwab

  Make a deposit into your Schwab Bank checking or savings account. Just send us your check with the deposit slip below.

• Wire Transfers Within the U.S. | Charles Schwab

  The quickest way to request a domestic or foreign wire transfer or a retirement distribution is through Schwab.com.

• Inherited IRA RMD Calculator: Optimize Withdrawals | Charles Schwab

  Estimate your inherited IRA's required minimum distribution (RMD) with Schwab's inherited IRA RMD calculator. Calculate your inherited IRA's RMD.