Charles Schwab Summary Of Agreements

For more information on Schwab`s financial relationship with investment funds and exchange-traded products, please see www.schwab.com. For more information, on request. Agreement to Arbitrate. any controversy or claim arising out of or in connection with (i) this Agreement, any other agreement with Schwab, any instruction or authorization or violation of such agreements, instructions or authorizations; (ii) the account, any other Schwab account or any other service; (iii) transactions on the account or any other Schwab account; (iv) or, in any way, resulting from the relationship with Schwab, its parent company, subsidiaries, related companies, senior officers, directors, employees, representatives or service providers (“related third parties”), including any controversy over the ability to arbitrate a dispute, shall be resolved by arbitration. For the most up-to-date information on the account agreement, please see www.schwab.com/accountagreements. SOSA and any future agreements you may enter into with Schwab, unless otherwise specified in this other agreement, are subject to the law of the State of California, without regard to their conflict of laws rules. This is the case whether you are based in California or elsewhere with Schwab or working with Schwab. Unless a dispute is settled by an applicable arbitration clause, you agree to submit to the personal and exclusive jurisdiction of the courts of the city and municipality of San Francisco, California. Where any part of SOSA is illegal, void or unenforceable, that part shall be deemed severable and shall have no influence on the validity and enforceability of the remaining provisions.

Schwab reserves the right to suspend or terminate your access to its electronic services or any part thereof (including, but not limited to, information [including research reports]) for any reason, without notice or restriction. Schwab may suspend or suspend access to its electronic services for reasons including, but not limited to, unauthorized use of your account access information, violation of this Agreement, termination of Schwab`s access to information or other data from an information provider or research provider, or termination of one or more agreements between Schwab and the information providers, external research providers, or information issuers. Schwab, information providers, external research providers and information disseminators are not responsible for suspending or termination of your access to Schwab`s electronic services; provided, however, that if Schwab`s suspension or termination is carried out without cause, Schwab will return the proportionate portion of the fee you may have paid for the portion of the information and/or electronic services that was not provided to you at the time of the suspension or termination. . . .


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Teisha Rowland, PhD, is the author of this blog.


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