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• Registered Index-Linked Annuities | Charles Schwab

  A Schwab registered index-linked annuity with no annual fees gives you the opportunity for equity-like earnings while offering a level of protection in market downturns.

• Add Checkwriting and Visa® Debit Cards to Your Schwab One® Account

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• Company Retirement Account Master Account Application | Charles Schwab

  Use this form to open a brokerage account to invest the assets of your company retirement plan if your plan document allows you to conduct business with a broker-dealer.

• Benefits of Emerging Markets Diversification | Charles Schwab

  Emerging market (EM) countries are often generalized as all the same and driven by commodity prices. The reality can be very different. Here's what you should know about EM stocks now.

• Soft vs. Hard Divide Persists | Charles Schwab

  There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.

• Tax reporting and cost basis facts for stock plans.

  taxes already paid when determining your final cost basis. It is extremely important to understand how Schwab reports cost basis to the IRS and the adjustments to make when completing your tax return...12A Name(s) shown on return Social security numb r or taxpayer identification number Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from...aren’t required to report these transactions on Form 8949 (see instructions). You must check Box A, B, or C below. Check only one box. If more than one box applies for your short-term transactions, complete...

• Custodial Account Transfer Worksheet | Charles Schwab

  You and your beneficiary can use this worksheet as you go through the custodial account conversion process.

• Getting Started with thinkorswim® Charts | Charles Schwab

  A rundown of basic thinkorswim® charts navigation and a tour of charting features.

• Are Preferred Securities Still Attractive? | Charles Schwab

  The higher yields preferred securities currently offer can be a benefit for income-oriented investors, but those yields reflect the additional risks they face.

• View All Branches | Charles Schwab

  Browse a list of Charles Schwab branches by State or Territory. Select a branch to view its details.