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• Futures and stocks | Charles Schwab

  Overview Self-Directed Investing Active Trading Automated Investing Wealth and Investment Management

• Eligible Schwab Account | Charles Schwab

  The Platinum Card® from American Express Exclusively for Charles Schwab and the Charles Schwab Investor Credit Card® from American Express are only available to you if you maintain an eligible account at Schwab (an “eligible account”).

• Investment Adviser Code of Ethics | Charles Schwab

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

• Retirement Income Calculator Methodology | Charles Schwab

  The Schwab Retirement Income Calculator is an interactive tool to help you answer a key question about your retirement savings: How much money can I withdraw from my retirement savings and feel comfortable that my savings will last.

• Futures Info Guide - Comparing Futures Options to Stock Options | Charles Schwab

  This is a guide that compares futures options trading to stock options trading.

• Understanding the futures roll | Charles Schwab

  Overview Self-Directed Investing Active Trading Automated Investing Wealth and Investment Management

• Michigan W-4P | Charles Schwab

  Use Form MI W-4P to notify pension administrators of the correct amount of Michigan income tax to withhold from your pension or annuity payment(s).

• Instructions to Transfer Money to Your Schwab Global Account™ | Charles Schwab

  Wire transfers allow you to quickly transfer money between other financial institutions (within or outside the U.S.) and Schwab.

• Traditional IRA Withdrawal Rules | Charles Schwab

  Traditional IRA withdrawals may come with additional fees or penalties depending on your age. Learn more about traditional IRA withdrawal rules.

• Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium | Charles Schwab

  Disclosure documents are provided for Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium.