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• Charles Schwab & Co., Inc. Schwab Intelligent Portfolios Solutions™ Disclosure Brochure | Charles Schwab

  Charles Schwab & Co., Inc. Schwab Intelligent Portfolios Solutions™ Disclosure Brochure

• Schwab Wealth Advisory, Inc. Disclosure Brochure (formerly known as Schwab Private Client Investment Advisory, Inc. Disclosure Brochure) | Charles Schwab

  This brochure provides information about the qualifications and business practices of Schwab Wealth Advisory, Inc. ("SWAI").

• Schwab Personal Trust Services™ Fee schedule and information | Charles Schwab

  Savings Home Loans & Rates Pledged Asset Line Credit Cards

• Schwab Managed Account Services™ Disclosure Brochure for Clients of Independent Investment Advisors | Charles Schwab

  Schwab Managed Account Services™ Disclosure Brochure for Clients of Independent Investment Advisors

• How to use Schwab Portfolio Checkup | Charles Schwab

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

• Schwab Bank Investor Checking™ Trust Account Application for Existing Schwab One® Trust Account Holders

  APP32476-19

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

  Savings Home Loans & Rates Pledged Asset Line Credit Cards

• Schwab Bank Deposit Account Agreement | Charles Schwab

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

• 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.