![]() ![]() Business Day-Business Day is any day that the New York Stock Exchange and the Federal Reserve Bank of New York are open.Brokerage Account-The cash account opened in your name.The Bank Sweep feature includes both the Bank Sweep and Bank Sweep for Benefit Plans. Bank Sweep feature-The Cash feature through which Schwab sweeps the Free Credit Balance in your account to deposit accounts at one or more banks.If an account is added to the Accounts of Your Household, any impact on Household Calculations may not take effect until the following quarter. For example, if you or other members of your family who reside at your home address have a different last name (including a spouse, if applicable), you need to contact Schwab to request that we combine your accounts for purposes of Household Calculations. Schwab may consider other accounts to be in your household upon your request if account holders are in the same family, there is a dependent relationship, or in certain other similar instances at Schwab's discretion. Schwab aggregates the balances and activities of Accounts of Your Household to determine for brokerage accounts: commission rates, whether those accounts may qualify for certain fee waivers, and whether those accounts may qualify for certain benefits or features ("Household Calculations"). You are responsible for identifying accounts that should be linked for purposes of determining Accounts of Your Household and Household Calculations. Schwab makes a reasonable effort to automatically link qualified accounts of persons with the same last name at the same home address, including accounts held at certain Schwab affiliates. Accounts of Your Household-Accounts of Your Household are accounts that have been linked in accordance with Schwab's householding guidelines.Account Application-The application you submit to open an Individual 401(k) Account.Account Agreement-The agreement you make with us when you open a Schwab Individual 401(k) Account, consisting of the Account Application and Account Agreement, that relates to the specific Account you are opening and any other written agreements between you and us concerning the Account, all as amended from time to time.Account-Account means the brokerage account established under the Individual 401(k) Account Application and Account Agreement.DefinitionsĪs used in the Schwab Individual 401(k) Account Agreement, these terms are defined as follows: Please read this Agreement carefully and retain it for future reference. This Agreement contains important terms and conditions that apply to Schwab Individual 401(k) Accounts. The most recent account agreement information is available at /accountagreements. Please read this important information carefully. Environmental, Social and Governance (ESG) Investing.Bond Funds, Bond ETFs, and Preferred Securities.ADRs, Foreign Ordinaries & Canadian Stocks.Environmental, Social and Governance (ESG) ETFs.Environmental, Social and Governance (ESG) Mutual Funds.Benefits and Considerations of Mutual Funds.
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