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Futures Account | Charles Schwab Futures and Forex
Learn how to get your futures account set up, trade on the industry-leading thinkorswim futures trading platforms, and access premium futures market insights.
Build a Mutual Fund Portfolio - Personalized Portfolio | Charles Schwab
Find the funds that best complement your portfolio or create a personalized portfolio of mutual funds with our Personalized Portfolio builder tool.
Schwab Custodial IRA Account Reregistration Application | Charles Schwab
Use this form to reregister a Schwab IRA account with Custodial (UGMA or UTMA) registration to a Schwab IRA account once you have reached the age at which your custodial relationship ends according to your state law. Or use this form to reregister a Schwab Minor Inherited IRA account to an Inherited IRA account.
Tax-Loss Harvesting | Charles Schwab
Find out how tax-loss harvesting could be used to potentially offset gains in your portfolio and what to watch out for when doing it.
Diversify to Manage Risk | Charles Schwab
Investing too much in any single sector or asset class can result in major losses when markets are volatile. Listen to one woman's experience.
Are Kids' Sports Costs Straining Your Budget? | Charles Schwab
If the high cost of today's youth sports is putting a strain on your budget, here are some economical ways to keep your kids playing—and you cheering them on.
Advisory Programs Referenced in our CRS-IA | Charles Schwab
See our advisory programs that provide different services, investments, account minimums, and levels of monitoring.
Home Loans & Rates Pledged Asset Line Credit Cards
Open a Schwab IRA | Charles Schwab
Open online or use this form to open an IRA, a SEP-IRA, or a SIMPLE IRA.
Learn to Trade | Charles Schwab
Learn to trade with our newly expanded library of trading education, including trading courses, articles, videos, and more.