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• Soft vs. Hard Divide Persists | Charles Schwab

  There is still a wide divergence between hard and soft data, and a recovery in the latter is likely to be weak absent a meaningful reduction in policy uncertainty.

• Estate Planning Checklist | Charles Schwab

  See how to get started, and what to do each step of the way, with our four-part estate planning checklist.

• Market Capitalization Comparison | Charles Schwab

  Non-US equities make up more than 50% of major economies' market capitalization.

• 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.

• Schwab Futures and Forex daily segregated requirements May 2025 | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators Complimentary PlanMore choices. More ways to invest how you want. Explore ways to invest

• 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.

• Fixed Deferred Annuities: Retirement Investment | Charles Schwab

  Get a competitive fixed rate of return and earn tax-deferred interest with fixed annuities. A low-risk way to grow your retirement savings.

• Schwab Bank Direct Deposit Form | Charles Schwab

  To initiate direct deposit into your Schwab Bank account, follow the instructions below.

• Update Your Schwab Brokerage Account | Charles Schwab

  Use this form to add an account holder to your Schwab One account.

• 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.