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• Planning & Retirement | Charles Schwab

  Prepare for financial milestones and events

• ETF Investing at Schwab | Charles Schwab | Charles Schwab

  Whether you’re looking for low-cost Schwab ETFs or a broad selection of options, we help you find investments that may strengthen and diversify your portfolio.

• Direct Indexing with Schwab Personalized Indexing | Charles Schwab

  Direct indexing offers a customizable approach to tax management and portfolio construction. Learn more about Schwab Personalized Indexing.

• ESPP Taxes Explainer | Charles Schwab

  ESPP taxes don't have to be overly complicated — learn how employee stock purchase plans are taxed and what documents you need to file in the U.S.

• Roth IRA: What is a Roth IRA? | Charles Schwab

  Learn what a Roth IRA account is and how to open a Roth IRA with Schwab to take advantage of tax-free growth potential for earnings and contributions.

• Our Podcasts | Charles Schwab

  Charles Schwab podcasts bring you revealing stories, news, and insights to help you make informed decisions about your portfolio and life.

• https://www.schwab.com/public/file/P-13264645

  with the relevant authori- ties of the P.R.C. 9. Other rights under applicable laws. Updates We may update or change this Privacy Notice from time to time with- out advance notice. Should any new Privacy...we will post it on our website. When we make changes, we will update the “Effective Date” at the bottom of this page. Any changes to this Privacy Notice will become effective when posted. Effective...

• Fixed Income Glossary | Charles Schwab

  Find definitions to terms related to Fixed Income Investing on Schwab.com.

• Margin Loans | Margin Trading Account | Charles Schwab

  Schwab margin loans offer access to a flexible credit line to borrow against securities held in your brokerage account. Learn if margin loans are right for you.

• https://www.schwab.com/public/file/P-6425878/

  this Guide by contacting Customer Service. Please review this entire booklet carefully. We may change this Guide at any time. Section 1 of this Guide describes our deposit accounts and the fees, balance...this Guide by contacting Customer Service. Please review this entire booklet carefully. We may change this Guide at any time. Section 1 of this Guide describes our deposit accounts and the fees, balance...ATM worldwide. Bill Pay No fee to use Schwab Bank Bill Pay™ to pay your bills online or on your mobile device. Cashier’s check To request a cashier’s check, please call Schwab Bank Customer Service...