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• How Traders Can Apply Margin | Charles Schwab

  There are several ways traders can use margin in their trading. Factors for how a trader uses margin include a trader's objectives, risk tolerance, and the products they trade.

• Schwab Intelligent Portfolios Investing Insights | Charles Schwab

  Learn more about how automated investing can help you build and manage your portfolio

• How Do Robo-Advisors Work? | Charles Schwab

  Find out how a robo-advisor works and what it can do for you.

• How to update trusted contacts and beneficiaries | Charles Schwab

  Make sure we can reach you if needed, and make sure your wishes are known.

• On Investing | Charles Schwab

  From market moves to the latest economic news, On Investing looks below the surface of the headline data to bring you fresh insights on what's happening and why—and what the implications are for your portfolio.

• Managed Account Select Strategies List | Charles Schwab

  Managed Account Select provides access to an expansive range of third-party asset managers and focused investment strategies for you to create a portfolio tailored to your needs.

• How to sell stocks | Charles Schwab

  Learn how to sell stocks using the All-In-One Trade Ticket or SnapTicket®.

• Limitations and Conflicts | Charles Schwab

• 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.

• Investing Basics: ETFs | Charles Schwab

  Learn about the risks and potential rewards of exchange-traded funds, also known as ETFs.