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• Individual 401(k) Contribution Agreement | Charles Schwab

  All participants, including business owners, must complete this Agreement to indicate the elective deferral amount to have withheld from compensation.

• Investment Adviser Code of Ethics | Charles Schwab

  Learn more about the Investment Advisor Compliance Program Code of Ethics at Schwab.

• Wire Transfers Within the U.S. | Charles Schwab

  The quickest way to request a domestic or foreign wire transfer or a retirement distribution is through Schwab.com.

• Charles Schwab Bank Deposit Slip | Charles Schwab

  Make a deposit into your Schwab Bank checking or savings account. Just send us your check with the deposit slip below.

• What's an Index? The Dow®, S&P 500® & Nasdaq Explained | Charles Schwab

  You've probably heard about the Dow®, S&P 500®, and Nasdaq—but what does an index actually tell you? Learn why indexes matter to investors.

• What Is Dollar-Cost Averaging? | Charles Schwab

  Investing set amounts at regular intervals over time—also known as dollar-cost averaging—can help you manage timing risk and stick to your long-term plan.

• The Secure 2.0 Act and Charitable Gift Annuity | Charles Schwab | Charles Schwab

  Charitable gift annuities are in the philanthropy spotlight thanks to the SECURE 2.0 Act. Schwab wealth expert Susan Hirshman explains how they work.

• The Pattern Day Trading Rule Explained | Charles Schwab

  Watch to learn about the pattern day trading rule, what constitutes a day trade, and how to comply with the rule.

• How to use Schwab Portfolio Checkup | Charles Schwab

• Considering the Risk of Stagflation & Uncertainty | Charles Schwab

  Liz Ann Sonders and Kathy Jones analyze the recent Fed meeting and the outlook for potential stagflation.