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• 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.

• Schwab Wealth Advisory™ Disclosure Brochure | Charles Schwab

  This brochure provides information about the qualifications and business practices of Charles Schwab & Co., Inc. ("Schwab"). If you have any questions about the contents of this brochure, please contact us at the phone number above.

• Plan and Invest with a Professional Advisor | Charles Schwab

  Your Schwab Financial Consultant will help you understand where your money is invested, how your investments perform and offer guidance based on your needs.

• 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.

• Pricing Guide for Individual Investors | Charles Schwab

  Pricing Guide for Individual Investors | Charles Schwab

• Investment Professionals' Compensation | Charles Schwab

  How We Compensate Our Investment Professionals.

• Financial Exploitation Checklist | Charles Schwab

  Use this checklist to raise awareness and educate yourself, your family, and community members.

• Saving for College | Charles Schwab

  Learn about college planning basics, compare savings plans, discover funding options, and use our College Savings Calculator.

• Your Guide to Choosing a Financial Caregiver | Charles Schwab

  Whether you're thinking of asking a relative or a close friend, let's examine how and why to choose a financial caregiver.

• How to build a mutual fund or ETF portfolio | Charles Schwab

  Use our Personalized Portfolio Builder to create a mutual fund or exchange-traded fund (ETF) portfolio in just five steps.