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• Your Complimentary Financial Plan | Charles Schwab

  Financial planning can help increase your odds of meeting your investment goals—and Schwab can help you get started at no cost.

• Fast-Moving Markets | Charles Schwab

  Learn more about what happens in a fast-moving market.

• Verification at login | Charles Schwab

  What is this? We provide an additional verification

• Schwab Margin Disclosure Statement | Charles Schwab

  This is important information regarding margin borrowing, if you have requested the margin feature on your brokerage account. Please retain this document for your files.