Affiliated Bank List for Accounts with the Multiple-Bank Version of the Bank Sweep Feature Prior to August 16, 2019
Deposit Accounts Balance Amount‡‡ Account Address in Texas or Minnesota Account Address in Ohio
Balances of $0 to $249,000 Charles Schwab Premier Bank Charles Schwab Trust Bank
Balances of $249,000.01 to $498,000 Charles Schwab Bank Charles Schwab Bank
All balances over $498,000 Charles Schwab Bank Charles Schwab Bank