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• Statement of financial condition | Charles Schwab

• Taxes | Schwab

  Looking for help with taxes? We’ll help you plan ahead with information about taxable income, capital gains, dividends, net investment income tax, cost basis, AMT, and more.

• Futures | Charles Schwab Futures and Forex

  Whether you're new to futures or a seasoned pro, Schwab offers you the specialized tools, education, and support to trade futures with confidence.

• Investment Research | Charles Schwab

  Save time choosing investments with Schwab's award-winning investment research tools. Access screeners, top picks, expert commentary, detailed quotes, and more.

• Planning & Retirement | Charles Schwab

  Prepare for financial milestones and events

• Mortgage Rates | Schwab Bank | Charles Schwab

  Check current mortgage rates to purchase a home or refinance your loan. Schwab offers secured loans that you can use for mortgages with affordable interest rates.

• Order Routing | Charles Schwab

  Learn about Order Routing at Schwab

• Alternative Investments | Charles Schwab

  Learn more about the types of alternative investments available through Schwab, including private equity, private credit, hedge funds, exchange funds, and private real estate—as well as the benefits and risks.

• Fees | Charles Schwab

  Learn about costs associated with investing and trading and understand how fees and expenses may affect your investment returns.

• SARs | Charles Schwab

  Learn about stock appreciation rights (SARs), a form of equity compensation tied to your company’s stock performance over a specific period.