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Tuesday, May 21

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T plus one settlement starts May 28, 2024.

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T plus one settlement starts May 28, 2024.

Thursday, May 16

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Memorial Day market schedule

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U.S. Fixed Income markets will close early at 2:00 p.m. ET.

Monday, May 13

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Long Hold times Pre login - Updated

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We are currently experiencing high call and chat volume and long hold times as we help welcome TD Ameritrade, Inc. clients to Schwab. To find help with common requests, including transferring funds, or placing a trade, please visit www…

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We’re currently experiencing long hold times - Pre login

www.schwab.com

We’re currently experiencing long hold times - Pre login

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We’re currently experiencing long hold times.

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We’re currently experiencing long hold times.

Tuesday, May 7

We've moved to Schwab.

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We've moved to Schwab; Read Transcript; Open new window; Transcript of the video:

How to repay margin loans

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Narrator: Need to repay a margin loan or eliminate a margin call? Please note that your account must be approved for margin access, and have either an outstanding margin loan or open margin balance before this information is applicable. To…

TD Ameritrade, Inc. is now at Schwab | Charles Schwab

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TD Ameritrade, Inc. is now at Schwab | Charles Schwab

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An enhanced trading experience.

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An enhanced trading experience; alvida.carter; Mon, 05/06/2024 - 18:37; We're committed to keeping our platforms on the cutting edge.

Monday, May 6

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What is a Piggyback HELOC, and what is the difference between a Piggyback and a Standalone HELOC?

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What is a Piggyback HELOC, and what is the difference between a Piggyback and a Standalone HELOC?

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Are there fees related to having my HELOC with Schwab Bank and Rocket Mortgage?

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Are there fees related to having my HELOC with Schwab Bank and Rocket Mortgage?

What does my payment schedule look like?

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A HELOC is a 30-year term. The first 10 years are the draw period where you can draw against the line. During the draw period, you are only required to make interest payments. However, you may pay toward the principal at any time. After…

Which HELOCs are available with Schwab Bank's home loan provider, Rocket Mortgage?

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Which HELOCs are available with Schwab Bank's home loan provider, Rocket Mortgage?

What are the potential benefits of having a HELOC?

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What are the potential benefits of having a HELOC?

What is a Home Equity Line of Credit?

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What is a Home Equity Line of Credit?; skadia.guzman; Mon, 05/06/2024 - 13:54; What is a Home Equity Line of Credit?; A HELOC is a revolving line of credit based on the equity in your home.

How much of my home equity can I use?

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If you qualify, generally, you can use up to 80% of the appraised value of your home to make home improvements. The equity you can use is based on the value of your home and how much you currently owe and is subject to applicable state…

What benefits does Schwab Bank offer me as a client for refinancing?

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What benefits does Schwab Bank offer me as a client for refinancing?

What costs are associated with refinancing a home?

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What costs are associated with refinancing a home?

Can I refinance to take cash out of my house?

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Can I refinance to take cash out of my house?

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What are considered qualifying assets?

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Qualifying assets1 are based on Schwab brokerage and Schwab Bank combined account balances, including: a) Brokerage accounts in which the borrower(s) is an owner, trustee, or custodian; b) Traditional, Roth, and Rollover Individual…

What types of home loans are eligible?

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Select purchase and refinance loans are eligible for an interest rate discount of 0.25% - 1.00% based on qualifying assets of $250,000 or greater.

What is the Investor Advantage Pricing program?

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What is the Investor Advantage Pricing program?

5.6.2024 SAC Mutual Fund trading issue

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Mutual Fund trading functionality on Schwab Advisor Center may be intermittently unavailable. As a workaround any advisor experiencing an issue submitting their trade on the Manual Order Entry page should re-enter the account using the…

What documents do I need to provide to receive a VAL?

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What documents do I need to provide to receive a VAL?

What is the advantage of being preapproved?

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What is the advantage of being preapproved?

What is a Verified Approval Letter?

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A VAL serves as proof that you have been preapproved for a mortgage of a certain amount by a lender. It is issued when you've had your income, assets, and credit confirmed by an underwriting team to get you preapproved on your home loan.

How do I make my initial deposit to my Investor Savings account?

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How do I make my initial deposit to my Investor Savings account?

Can I access my money with an ATM card?

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Yes. Funds in your Investor Savings account can be accessed with the Schwab Bank Visa® Platinum Debit Card (also known as a "check card"). You'll have no ATM fees, since we reimburse any ATM fees you are charged.2 And you can use your…

How do I open a Schwab Bank Investor Savingsâ„¢ account?

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How do I open a Schwab Bank Investor Savingsâ„¢ account?

When does ownership of the account transfer to my child?

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When does ownership of the account transfer to my child?