These fees can include, without limitation, any Research Report fees. Lance Park email address & phone number | CPSI Vice President, Finance For example, click once on the Status column to sort the entire list by that column. If you fail to notify us in writing within 10 calendar days after we send or make available to you the first notice or statement on which the problem or error appears, you agree that the transfer information set forth on the statement or notice will be deemed correct, and that you will be precluded, to the greatest extent permitted by law, from asserting any claim against Schwab in connection with, and waive any right to recover any losses resulting from, any unauthorized or erroneous transfer. Payment of FeesUpon requesting a Research Report, you shall instruct Schwab or its designee to charge the related fee, if any, to a designated Visaor MasterCard. We reserve the right, however, to email you important information relating to your account, including regulatory communications. In other words, if this is a joint account, your TCP will not necessarily apply to your joint account holder. When transferring assets from another firm, please be advised that we will not accept or honor any oral or written instructions from you to purchase or sell securities prior to our actual receipt of your assets and the completion of the transfer process. You agree that you are responsible for paying for all orders. This Agreement, and all future agreements you shall enter into with Schwab, unless otherwise indicated on such other agreement, shall be governed by the law (but not the choice of law doctrines) of the state of California. You will be responsible for all orders entered through and under your access number(s), password(s) and account number(s), and any orders so received by Schwab will be deemed to have been received from you. If you have questions about day trader margin requirements, please call your Schwab services specialist or margin specialist. You agree to maintain the security and confidentiality of your Password and to notify us immediately if you have any reason to believe its security or confidentiality has been or may be breached. Schwab reserves the right, but has no obligation, to negotiate different prices or arrangements than those described in aPricing Guideor elsewhere with account holders and with unaffiliated third parties acting as agents for certain account holders. No commission will be charged for these transactions. A fund may also decline a purchase order, in its sole discretion, if the purchase order exceeds a certain size or for any other reason, and Schwab will not be liable for any losses, lost profits, or other damages that allegedly result from the fund's rejection of that purchase order. No prior conduct, past practice or oral statement by any Schwab employee or agent can amend or modify this written agreement, including, but not limited to, Schwab's right to liquidate or close positions in a margin account at any time and without notice as set forth in the Margin and Short Account Agreement.
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