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• Forms & Applications | Charles Schwab

  Find the forms you need in one convenient place. Open an account, roll over an IRA, and more.

• Compare Platforms | Charles Schwab

  Compare the unique features of the thinkorswim® suite—and other trading platforms at Schwab—to discover how each fit with your strategy.

• Traditional and Roth IRAs | Charles Schwab

  Learn the differences between traditional and Roth IRAs and how each type can help grow your retirement savings.

• SIMPLE IRA Instructions | Charles Schwab

  Follow these instructions to open your SIMPLE IRA account.

• Buy & Sell Stock on thinkorswim® mobile (iPhone) | Charles Schwab

  Learn how to buy and sell stock on the thinkorswim® mobile app for iPhone.

• Schwab Intelligent Portfolios Compare Us | Charles Schwab

  Schwab Intelligent Portfolios is automated investing where our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. Plus, you can get started with as little as $5,000 to invest.

• Cybersecurity Tips for Travelers | Charles Schwab

  Here's how to boost your cybersecurity when you’re away from home.

• When Markets Dip, Don't Drop Out | Charles Schwab

  An extreme downturn in the market can shake your confidence. While staying the course may be hard, it can be healthier for your portfolio—learn why.

• How Much Cash Is Too Much Cash? | Charles Schwab

  Today's relatively high yields from savings accounts and other cash investments are tempting, but don't overdo it. Learn if you're holding too much cash.

• Affidavit of Domicile | Charles Schwab

  This affidavit is made for the purpose of securing the transfer or delivery of property owned at the time of the decedent’s death to a purchaser or the person(s) legally entitled thereto under the laws of the state of the decedent’s domicile.