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• Alts: Hedge Funds, Private Equity, and More | Charles Schwab

  Alternative investments such as hedge funds and private capital can give qualified investors access to strategies beyond those available in public markets.

• Leveraged and Inverse ETPs: Know the Risks | Charles Schwab

  Leveraged and inverse ETPs are uniquely risky financial instruments—and generally aren't suitable for most investors. Read about the risks that are involved.

• SIMPLE IRA Participant Notice and Summary Description | Charles Schwab

  Complete all sections of this document, as applicable, in accordance with the elections you made on the Adoption Agreement. Retain the original for your records—this document should not be returned to Schwab.

• Schwab 529 College Savings Plan Account Features Form | Charles Schwab

  Use this form to add, change, or delete important Account features and services. Please refer to Section 2 for more details.

• Schwab Futures and Forex daily segregated requirements March 2025 | Charles Schwab

  Contact UsPlans800-724-7526 More ways to contact SchwabRoth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Passing Financial Values to the Next Generation | Charles Schwab

  Leaving a legacy is about more than just money. Consider these do's and don'ts for establishing a shared family value system that can span generations.

• Schwab Specialist Answers thinkorswim® Questions | Charles Schwab

  A Schwab trade desk specialist answers questions related to using the thinkorswim platform submitted on YouTube and other social media platforms.

• Privacy Notice | Charles Schwab

  What does the Charles Schwab Corporation do with your personal information? Read the Charles Schwab privacy policy.

• How to transfer securities between accounts | Charles Schwab

  Move or gift assets from one Schwab brokerage account to another Schwab brokerage account.

• Micro Bitcoin and Ether Futures Offer Small Bites of Crypto | Charles Schwab

  At a fraction of the size of a standard futures contract, Micro Bitcoin and Ether futures can offer a more capital-efficient way for traders to gain bitcoin and ether exposure.