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• Mutual Fund Prospectuses: Investor Information | Charles Schwab

  Find the information you need with Schwab prospectuses, performance summaries, and portfolio holdings statements for each fund.

• 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.

• Inherited IRA Application for an Estate Beneficiary - Information and Instructions | Charles Schwab

  Use this application to open an Inherited IRA Account for an estate.

• View All Branches | Charles Schwab

  Browse a list of Charles Schwab branches by State or Territory. Select a branch to view its details.

• How to get the most out of Schwab Personalized Indexing Dashboard | Charles Schwab

  Use the Schwab Personalized Indexing Dashboard to review your account performance and holdings summary.

• Inherited IRA Application for an Organization Beneficiary - Information and Instructions | Charles Schwab

  Use this chart to determine what paperwork you will need to submit, based on the type of beneficiary that is inheriting the IRA.

• Education Savings Account (ESA) Designated Beneficiary/Authorized Person LOA Form | Charles Schwab

  This form allows you to: request a transfer of ownership to a previously named Successor Designated Beneficiary; name or update the SDB to the existing ESA account; name a successor Authorized Person to act in the event of the incapacitation, death or resignation of the current Authorized Person.

• View All Branches | Charles Schwab

  Browse a list of Charles Schwab branches by State or Territory. Select a branch to view its details.

• Will Policy Disruption Unsettle Markets in 2025? | Charles Schwab

  The new administration promises disruptive policies on immigration, tariffs, taxes, deregulation and more. But how will markets and investors respond to these policy changes?

• Trade order routing process | Charles Schwab

  Schwab regularly and rigorously monitors execution quality among competing market venues and looks for opportunities to adjust order routing based on performance trends, technological advances, and other competitive developments.