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• SEP IRA Employee Summary | Charles Schwab

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

• SIMPLE IRA Elective Deferral Agreement | Charles Schwab

  Read and complete all sections, as applicable, of this Elective Deferral Agreement before signing it. Return it to your Employer (with your completed Schwab IRA Account Application, if you are a new participant).

• Online Security Checklist | Charles Schwab

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

• How to place an order to cover short positions | Charles Schwab

  Read PDF: Place order to cover short positionsAll-In-One Trade Ticket

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

• Schwab One® Custodial Beneficiary Conversion Account Application | Charles Schwab

  Use this form to convert a Schwab brokerage account with Custodial (UGMA or UTMA) registration to a Schwab One brokerage account once you have reached the age at which your custodial relationship ends according to your state law.

• How to place an order to cover short positions | Charles Schwab

  Follow these instructions to learn how to place an order to cover short positions on Schwab.com

• Index & Investment Term Definitions | Charles Schwab

• How to place an options trade | Charles Schwab

  Place single-leg and multi-leg options trades using Schwab Trading Tools.

• Schwab Intelligent Portfolios Quarterly Market Commentary | Charles Schwab

  How is the stock market performing? Check out our quarterly market commentary, including a review of how Schwab Intelligent Portfolios performed.