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• Understanding the futures roll | Charles Schwab

  country-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients. © 2025 Charles Schwab & Co., Inc. All...

• 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).

• Mutual Fund Fees, Costs & Expense Ratios | Charles Schwab

  What is the real cost of a mutual fund? Understand the fees and costs associated with mutual funds to limit their impact on your returns.

• 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.

• Visa Debit Card Agreement | Charles Schwab

  Schwab Bank is pleased to issue a Visa Platinum Debit Card in your name and, if your account has been opened by more than one person, to each of you.

• 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.

• 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.

• Options Contracts | Charles Schwab

  Learn the fundamentals of put options, call options, and much more about options contracts.

• Schwab Advisor Network® Disclosure Brochure | Charles Schwab

  Schwab Advisor Network® Disclosure Brochure