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• How to use Schwab Portfolio Checkup | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit Cards

• 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.

• Stocks Dividend Reinvestment Plan | Charles Schwab

  Learn how you can accumulate more shares with a dividend reinvestment plan at Schwab.

• Trading in Cash Accounts: Avoid These Violations | Charles Schwab

  Understanding the timing for setting transactions is important when trading with cash so that traders aren't hit with account restrictions.

• Custodial Account Transfer Worksheet | Charles Schwab

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

• 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.

• 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.

• Small Business Retirement Contribution Calculator | Charles Schwab

  Use Schwab's calculator to estimate your small business's retirement contributions for SEP IRA, Simple IRA, and Individual 401(k) plans.

• How to place an options trade on Schwab Mobile | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit Cards

• Learning Quest Account Maintenance Form | Charles Schwab

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