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• Investment Advisory Relationship Summary (Form CRS-IA) | Charles Schwab

  This document highlights the nature of investment advisory relationships with our clients.

• Risks Associated With a Pledged Asset Line and Pledging Securities as Loan Collateral (Demand) | Charles Schwab

  The Pledged Asset Line requires the pledge of securities to Charles Schwab Bank ("Schwab Bank") as collateral.

• Fixed Indexed Annuities | Charles Schwab

  If you want to protect retirement savings, guarantee income, and enjoy potential growth, consider a Schwab fixed indexed

• Commodity mutual funds | Charles Schwab

  Commodity mutual funds provide exposure to the price changes of raw materials, such as agricultural goods, natural resources, and metals.

• Equity mutual funds | Charles Schwab

  Learn about equity mutual funds at Schwab.

• Schwab Wealth Advisory Disclosure Brochure | Charles Schwab

  Schwab Wealth Advisory Disclosure Brochure

• Schwab Futures and Forex daily Forex obligation October 2024 | Charles Schwab

  Contact UsPlans800-724-7526 More ways to contact SchwabBank Offerings Checking Savings Home Loans & Rates

• Income Annuities–Retirement Income | Charles Schwab

  Are you at or near retirement? Turn your savings into monthly paychecks with income annuities, including a Schwab Single Premium Immediate Annuity.

• Schwab Futures and Forex daily segregated requirements October 2024 | Charles Schwab

  Contact UsPlans800-724-7526 More ways to contact SchwabBank Offerings Checking Savings Home Loans & Rates

• Trade Options | Charles Schwab

  Ready to start your options trading journey? Follow these steps to trade options at Schwab.