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• Agreement and Affidavit for Non-Schwab Durable Power of Attorney | Charles Schwab

  Use this form to apply a non-Schwab Power of Attorney to an existing Schwab account; it serves as the agreement between Schwab and the Durable Power of Attorney Agent designated in the non-Schwab Power of Attorney.

• Identity Theft Checklist | Charles Schwab

  If you suspect you’ve been the victim of identity theft or fraud, taking immediate action may help limit the impact.

• 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).

• Why Buy a Mutual Fund | Charles Schwab

  Since their emergence nearly a century ago, mutual funds have proven to be a popular investment vehicle.

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

  Home Loans & Rates Pledged Asset Line Credit Cards

• Index & Investment Term Definitions | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit Cards

• How to place an options trade | Charles Schwab

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

• Why Trade Stocks at Schwab | Charles Schwab

  Our industry-leading trading platforms and research can help your stock trading, no matter your experience level.

• Schwab Stock Slices S&P 500 list | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit Cards