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• The Charles Schwab & Co. Guide to Margin | Charles Schwab

  Margin is a tool that can be used to potentially generate greater returns, execute investment strategies, and serve as a source of flexible low cost borrowing for other lending needs.

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

  Home Loans & Rates Pledged Asset Line Credit Cards

• Custodial Account Beneficiary Distribution Form | Charles Schwab

  Use this form to withdraw all assets from this custodial account and close the account once you have reached the age at which your custodial relationship ends according to your state law.

• Market Capitalization Comparison | Charles Schwab

  Non-US equities make up more than 50% of major economies' market capitalization.

• Stocks Dividend Reinvestment Plan | Charles Schwab

  Learn how you can accumulate more shares with a dividend reinvestment plan at Schwab.

• Small Business Retirement Contribution Calculator | Charles Schwab

  Use Schwab's calculator to estimate your small business's retirement contributions for SEP IRA, Simple IRA, and Individual 401(k) plans.

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

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

• Schwab Bank Direct Deposit Form | Charles Schwab

  To initiate direct deposit into your Schwab Bank account, follow the instructions below.

• StreetSmart Edge® to thinkorswim® Part 1 | Charles Schwab

  Learn how to use your favorite features and functions of StreetSmart Edge® on the thinkorswim® platform.

• How to place a trade | Charles Schwab

  Our All-In-One Trade Ticket® provides easy access to multiple asset types (stocks, ETFs, and options), and lets you place and execute your trades from a single location.