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• Charles Schwab Investment Management, Inc. Disclosure Brochure | Charles Schwab

  Charles Schwab Investment Management, Inc. Disclosure Brochure

• How to add and manage an authorized user | Charles Schwab

• Statement of Financial Condition | Charles Schwab

  Report of independent registered audit firm.

• Schwab Global Account | Global Trading | Charles Schwab

  Trade foreign stocks online in a Schwab Global Account, designed for your global trading needs. Talk to one of our Global Investing Specialists today.

• On-demand Webcasts | Charles Schwab

  Explore Charles Schwab's library of on-demand webcasts to boost trading knowledge at your convenience. Discover Schwab webcasts to fit your areas of interest.

• Privacy Overview - Privacy Center | Charles Schwab

  Learn how Schwab protects your personal information through the Privacy Center. Read about our privacy practices and notices.

• IRA/ESA Divorce Transfer Request Form | Charles Schwab

  Complete and sign this form and return it to Schwab to request a transfer of interest from one IRA or ESA account to a spouse’s or an ex-spouse’s IRA or ESA account as a result of a divorce decree or separation instrument.

• Margin Loans | Margin Trading Account | Charles Schwab

  Schwab margin loans offer access to a flexible credit line to borrow against securities held in your brokerage account. Learn if margin loans are right for you.

• Online Security Checklist | Charles Schwab

  We consider your account security to be a partnership between you and Schwab.

• Taxable Income | Schwab

  Most types of income are taxable, including money you make from a job or self-employment, investment income, unemployment pay, lottery winnings, and many other income sources. Nontaxable income sources include gifts, child support, and life insurance proceeds.