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• Custodial Account Transfer Worksheet | Charles Schwab

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

• Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab

  The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.

• Automatic Investment Plan Application | Charles Schwab

  Please complete this form, sign it, and return it to Schwab. You can either complete it online or print a copy and fill it out by hand.

• Complex exchange-traded products (ETPs) | Charles Schwab

  Learn about the benefits and potential risks of Complex ETPs.

• Learning Quest Account Maintenance Form | Charles Schwab

  Use this form to update account information, such as a name or address.

• A rewarding retirement plan for your small business? | Charles Schwab

  Aside from the thrill of answering only to yourself, running your own small business can offer some very real perks. Perhaps the most significant is that you can set up a small business retirement plan.

• Limit Orders, Stop Orders, & Market Orders | Charles Schwab

  Limit orders, market orders, and stop orders are common order types used to buy or sell stocks and ETFs. Learn about the risks and advantages of each.

• Futures Around the Clock Trading | Charles Schwab

  Take advantage of Schwab's around-the-clock futures market trading hours with powerful tools like thinkorswim® and specialized trading support.

• Which Milestone Ages Factor Into Retirement Planning? | Charles Schwab

  Retirement planning is tied to a series of milestone ages. Mark Riepe outlines which birthdays can shape decisions about your financial future.

• SEP-IRA Employer's Agreement With Schwab | Charles Schwab

  Read, complete, sign and return this form with your Adoption Agreement (or IRS Form 5305-SEP). Keep a copy for your files.