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• 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.

• 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.

• 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.

• 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.

• What is a Roth IRA? | Charles Schwab

  Open a Schwab Roth IRA, with key advantages like tax-free growth potential for earnings and contributions, and qualified withdrawals that can be taken tax-free.

• 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.

• Send and receive money with Zelle® | Schwab Bank | Charles Schwab

  With Schwab Bank and Zelle®, you can easily and safely send money fast by using your Schwab Bank High Yield Investor Checking® account. Learn more.

• Thematic Investing | Charles Schwab

  With Schwab Investing Themes™, you can discover and invest in trends and new opportunities in over 40 themes built with our proprietary research.

• 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...