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• When to Consider Munis Outside Your State | Charles Schwab

  Investing in an in-state tax-free municipal bond may offer advantages, but there can be good reasons to consider out-of-state munis.

• 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.

• Exchange-Traded Notes: The Facts and the Risks | Charles Schwab

  Exchange-traded funds (ETFs) have been around since 1993, and there's no doubt that they are popular with investors. Exchange-traded notes (ETNs) may have a similar sounding name, but ETNs are not the same as ETFs, and they carry some important risks to be aware of.

• Market Capitalization Comparison | Charles Schwab

  Non-US equities make up more than 50% of major economies' market capitalization.

• Online Stock Trading Tools | Web Trading Tools | Charles Schwab

  Place trades and access a wealth of trading tools, fundamental analysis, market data, industry research, and more when you trade online at Schwab.com.

• Strategic Borrowing in Short-Term Financing | Charles Schwab | Charles Schwab

  Despite today's relatively high rates, asset-backed borrowing could still make sense to meet your short-term liquidity 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 Bank Direct Deposit Form | Charles Schwab

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

• 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

• 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.