Disclosures

Here are links to PDF files of a few disclosures that may be relevant to you.  Please let us know if you have any questions.

Charles Schwab Personal Account Agreement  - CLICK HERE

Charles Schwab IRA Account Agreement - CLICK HERE

Charles Schwab Cash Features Program - CLICK HERE

Charles Schwab State Tax Withholding Information - CLICK HERE

Charles Schwab Paperless Documents - CLICK HERE

Fusion Capital Management Privacy Policy - CLICK HERE

Fusion Capital Management Form CRS - CLICK HERE

Fusion Capital Management Form ADV Part 2A - CLICK HERE

Fusion Capital Management Form ADV Part 2B - CLICK HERE