Investment Clubs: Charles Schwab: Schwab One Organization Account

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Schwab One^® Organization Account Facts

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Request an application by mail

Open an account with $1,000, or $0 if you set up an automatic monthly transfer of at least $100.
Account service fees: None.
Who's it for? Corporations, limited liability corporations, non-incorporated associations, partnerships, investment clubs, sole proprietorships, DBA operations, nonprofits and charities.

Open the account that lets you:

Invest easily in stocks, bonds, CDs, options, exchange-traded funds and thousands of no-load, no-transaction fee mutual funds—or select a single portfolio solution.
Get cash, make purchases with your Visa check card, pay bills online and transfer funds.
Save with low rates on margin loans, income paid daily on your cash balance and fee-free checking features.
Establish regular savings by setting up recurring transfers or direct deposits.

Because it's a Schwab account, you can:

Place trades online, by phone or in person for as little as $8.95— and no more than $12.95 (for the first 1,000 shares).¹
Find the financial support that’s right for you, from occasional guidance to full-time portfolio management.
Ask a New Client Concierge to help with paperwork and answer any questions.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Charles Schwab & Co., Inc. receives remuneration from fund companies participating in the Mutual Fund OneSource® service. Schwab’s short-term redemption fee of $49.95 will be charged on redemptions of funds purchased through Schwab’s Mutual Fund OneSource service (and certain other funds with no transaction fees) and held for 90 days or less. For each of these trade orders placed through a broker, a $25 service charge applies. Funds are also subject to management fees and expenses.

1. $8.95 trades are available to clients who have $1,000,000 or more in household assets or who trade 30 or more times per quarter. Others pay $12.95 for the first 1,000 shares, plus $0.015 per share thereafter. Please refer to the Charles Schwab Pricing Guide for more information on commissions, fees and expenses.

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