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• The Risks of Options Assignment | Charles Schwab

  Before entering an options trade, traders should consider the possibility of early assignment. Learn more about assignment and how to help reduce the risks associated with it.

• Set Alerts on thinkorswim® mobile (iPhone) | Charles Schwab

  Learn how to set an alert on the thinkorswim® mobile app for iPhone.

• Durable Power of Attorney For All States Except New York and Pennsylvania

  APP114024AL-01-01

• How to Navigate OTC Trading | Charles Schwab

  OTC Trading (over-the-counter trading), where stocks trade outside of centralized exchanges, can seem like a good opportunity. But you must understand the risks.

• Third-Party Release | Charles Schwab

  This form is to be used to relinquish ownership and deposit a certificate(s) into a Schwab brokerage account.

• Mid-Year Statement of Financial Condition | Charles Schwab

  Charles Schwab & Co., Inc. notes to Statement of Financial Condition.

• Charitable Donations: The Basics of Giving | Charles Schwab

  Donating to eligible charities can help lower your taxes, but how you donate can make a big difference, both for you and the charities you support.

• Trustee and Custodial Agreement | Charles Schwab

• Investment Income taxes | Schwab

  As an investor, you don’t want surprises at tax time. We’ll help you plan ahead with information about capital gains, dividends, interest income, net investment income tax, cost basis, AMT, and more.

• Coverdell Education Savings Accounts Guide | Charles Schwab

  Coverdell Education Savings Accounts (ESAs) can provide more flexible investing options compared to 529 plans. Discover the differences between ESAs and 529s.