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• Individual 401(k) Summary Plan Description | Charles Schwab

  This Summary Plan Description summarizes the important features of the Plan, including your benefits and obligations under the Plan.

• Investment Professionals' Compensation | Charles Schwab

  How We Compensate Our Investment Professionals.

• Business continuity and contingency planning | Charles Schwab

• How to use Schwab Portfolio Checkup | Charles Schwab

  Use Schwab Portfolio Checkup to assess your portfolio performance and align investment strategy with your goals.

• Roth Individual 401(k) Rollover/Transfer Data Form | Charles Schwab

• Schwab Bank Deposit Account Agreement | Charles Schwab

  When you use your account, you agree to the terms and conditions discussed in this document.

• Cash Features Program Disclosure Statement | Charles Schwab

  Summary of changes to Schwab's Cash Features Program. If you have any questions or need more information about the cash features described in this Disclosure Statement, please call us at 1-800-435-4000.

• Best Interest Disclosure | Charles Schwab

  This document describes how we interact with you when we make recommendations when acting as a broker-dealer.

• Broker-Dealer Relationship Summary (Form CRS-BD) | Charles Schwab

  This document highlights the nature of brokerage relationship with our clients.

• Charles Schwab Pricing Guide for Individual Investors | Charles Schwab