Mywhyfoundation.org



38842956927For help, call Charles Schwab at 1-800-435-4000 or contact the My Why Foundation at mywhyinvest@ or go to .00For help, call Charles Schwab at 1-800-435-4000 or contact the My Why Foundation at mywhyinvest@ or go to .Your Path to Prosperity is as Easy as 1-2-3Take the Education CourseSign-up and attend an upcoming class ().Take the course on-line (Coming Soon!).Open Up Your Charles Schwab AccountGo to .Video instructions at under Resources tab.Fund your Account by either:Linking your bank account to Schwab (recommended).Select ‘Accounts’ in the upper tab of the main page.Select ‘External Accounts’ under the ‘Transfers & Payments’ heading.Click on the green box ‘Link an External Account’ and follow the directions: Note: You will need your bank log-in and password to complete.Also, you can setup to fund the account monthly from this tab.Sending a check to: Charles Schwab PO Box 628291 Orlando, FL 32862Deposit on your mobile app.Buy a Schwab Mutual Fund ($1 minimum).Click on ‘Trade’ in the upper tab of the main page.Select “Trade Mutual Funds’ under the ‘Mutual Fund” heading.Type in a mutual fund symbol in the box under ‘Symbol’ (recommendations below):SWEGX typically for ages 0–45 (100% stocks / 0% bonds) – potentially highest return / volatilitySWHGX typically for ages 45-55 (80% stocks / 20% bonds) – potentially high return / volatilitySWBGX typically for ages 55-95 (60% stocks / 40% bonds) – potentially average return / volatilitySWCGX for conservative investors (40% stocks / 60% bonds) – potentially less return / volatilityUnder the ‘Action’ tab, select ‘Buy’ and click continue.Input the $ amount to purchase.Select ‘Dividends and Capital Gains’ under the reinvestment column.Click ‘Review Order’ and then ‘Place Order’ once the information is validated and correct.Congratulations! You now own a slice of thousands of companies in the stock market!NOTE: Once you have bought a mutual fund, you can go to the Mutual Fund Trading tab and setup a monthly automatic purchase. See the resources tab at for more a video. Add Beneficiaries to the accountClick on ‘Service in the upper tab of the main page.Click on ‘Beneficiaries’Click ‘Name Beneficiaries’ and then click on ‘Create a New Beneficiary’Enter beneficiary information requested and click ‘Continue’Select how you want to divide your account among your beneficiaries.Add ‘Contingent Beneficiary’ if needed (they will inherit if no primary beneficiary is alive).Get Matched! (My Why Foundation will match $ for $ up to $100)To receive the My Why match, submit your amount funded and 8-digit account number within 45 days.A screenshot showing both can be sent to mywhyinvest@.Page 3 of the monthly statement can be submitted as well.The education training and quiz are required to receive the match.4015511529773Check IRS limits on funding for all accounts and other investing requirements. Goals < 3 years keep in savings. Past performance does not guarantee future results. Diversification does not prevent loses.00Check IRS limits on funding for all accounts and other investing requirements. Goals < 3 years keep in savings. Past performance does not guarantee future results. Diversification does not prevent loses.Charles Schwab also matches $100 if you invest $1,000 within 45 days. Use referral code: REFERCBKZQJ6N when opening the account. Call Schwab at 1-800-398-8640 with any questions. ................
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