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• Privacy Notice for U.S. Residents | Charles Schwab

  This Privacy Notice for U.S. residents ("Notice") supplements The Charles Schwab Corporation's Privacy Notice and applies to all individuals who reside in the United States and United States Territories.

• Irrevocable Stock or Bond Power Form (for unsigned certificates) | Charles Schwab

  In order to process your transaction, please complete and sign this form to transfer your certificate(s) to Schwab for deposit into your Schwab account.

• Trade order routing process | Charles Schwab

  Schwab regularly and rigorously monitors execution quality among competing market venues and looks for opportunities to adjust order routing based on performance trends, technological advances, and other competitive developments.

• Schwab Bank Investor Savings Living Trust Account Application | Charles Schwab

  Use this form to open a Schwab Bank Investor Savings Living Trust account or reregister an existing Schwab Bank Investor Savings account to a Investor Savings Living Trust account.

• Schwab Futures and Forex daily Forex obligation February 2025 | Charles Schwab

• Schwab Global Account and Schwab One Brokerage Account Transfer Form | Charles Schwab

  Use this form to transfer securities and/or funds from another financial institution (e.g., brokerage, mutual fund company, bank, or insurance company) into your Schwab One Brokerage Account and your associated Schwab Global Account.

• Mutual Fund Prospectuses: Investor Information | Charles Schwab

  Find the information you need with Schwab prospectuses, performance summaries, and portfolio holdings statements for each fund.

• How to go paperless | Charles Schwab

  Set paperless delivery preferences for your Schwab account to reduce paper consumption and give you more control over your account.

• Schwab Futures and Forex daily segregated requirements February 2025 | Charles Schwab

• Schwab Estate Account Application | Charles Schwab

  A Schwab One Estate Account may be opened only if the estate is currently being probated under court supervision and a final decree of distribution has not been entered.