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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.

• Understanding the futures roll | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We CompareMore choices. More ways to invest how you want. Explore ways to invest

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

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

• Pricing Guide for Individual Investors | Charles Schwab

  Pricing Guide for Individual Investors | Charles Schwab

• 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.

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

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

• Schwab Advisor Network® Disclosure Brochure | Charles Schwab

  Schwab Advisor Network® Disclosure Brochure

• 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.

• Investment Adviser Code of Ethics | Charles Schwab

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