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Charles Schwab Ira Account Agreement

In some situations, we may consider it necessary to require higher own funds on your behalf. For example, we may request additional collateral if an account contains: Notwithstanding oral communications between you and us, we reserve the right to liquidate at any time (including on the settlement date or before the settlement date) if your account`s own funds are subject to Schwab`s minimum requirements. You remain responsible, upon request, for the remaining budget balance in your account after the liquidation of assets. You are responsible for the confidentiality and use of your access number, password, account number and all securities and other transactions that are so initiated. All orders communicated to us in this way are deemed sent by you. They acknowledge that Schwab does not provide legal or tax advice. However, we can provide you with general information and principles regarding taxation and estate planning. You agree that these principles do not apply to your specific circumstances or take into account your tax situation or comprehensive estate planning. For this type of assistance, you agree to consult your own tax or legal advisor. The participant`s interest in the balance on the deposit account is not distortable. We have a daily interest rate.

Interest charges are due daily on your account. We will include the fees in the balance of the next day`s opening levy and calculate the interest accordingly. The interest rates described in Section 2 do not reflect the interest rate on unpaid interest expenses; the effective interest rate applicable to such an interest rate will be higher. Scope of Agreement – This Electronic Services Agreement (the “Agreement”) between you and Schwab sets fore the terms that govern your use of Schwab`s Electronic Services. It`s part of your brokerage contract. This agreement contains important terms and conditions applicable to Schwab`s IRAs and Schwab IRAs` services, including traditional IRA and Roth IRA. Any language contained in this Account Agreement or related agreements that are or may not be consistent with Charles Schwab & Co., Inc.`s Individual Pension Plan, including Sections 5.2 or 5.8 of this Plan or Sections 408 or 4975 of the Internal Income Code and the provisions contained therein, shall be interpreted consistently and in accordance with this plan and the sections of this Code, and the rules contained therein. To the extent that it is not possible to interpret that language in such a way that it conforms to this plan or to the provisions and provisions of the Code, that language shall not be effective or effective in the event of inconsistency or non-compliance.

This section applies retroactively to the first day the account holder entered into the Schwab IRA agreement. You are responsible for monitoring the status of your account, ensuring that there are sufficient collateral on the account and liquidating positions in order to minimize losses. . . .

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