Obtaining Schwab's Available Mutual Fund List
In order to ensure you are purchasing mutual funds that do not assess a 12b-1 fee, please view the attached instructions on downloading a current Mutual Fund list from Schwab so that you can verify the expense information for any funds you are considering. 12b-1 information can be found in Column L once you download the list.
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In order to ensure you are purchasing mutual funds that do not assess a 12b-1 fee, please view the attached instructions on downloading a current Mutual Fund list from Fidelity so that you can verify the expense information for any funds you are ...
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Overview: The Charles Schwab Sub-Account in DocuSign is used for Schwab paperwork. Schwab must be added as the last recipient in the DocuSign envelope with the following information: Name: Charles Schwab Email: advisor-docusign-cc@schwab.com Role: ...
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