Fund Investment

The fund you selected can not be purchased like a mutual fund. The fund requires a subscription document to be completed.

Please complete the details of your investment in the form. Charles Schwab will send you a subscription document to complete.

Be aware these funds accept subscriptions on a monthly basis.

Documents need to be completed and accepted by Schwab by the 20th of the month to be eligible for the 1st of the following month.

Be sure to have the cash available in your account immediately after completing the documents.

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