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• How to check my positions | Charles Schwab

  Quickly see the value of your holdings, any gains or losses, and make decisions about reinvesting dividends.

• Planning for Diminished Capacity | Charles Schwab

  Learn more about the preparation process to help you and your family should you ever have diminished financial capacity.

• How to build a mutual fund or ETF portfolio | Charles Schwab

  Use our Personalized Portfolio Builder to create a mutual fund or exchange-traded fund (ETF) portfolio in just five steps.

• How to use Schwab Assistant | Charles Schwab

  Find answers to your questions anytime using our virtual Schwab Assistant.

• Protecting Senior and Vulnerable Investors | Charles Schwab

  SchwabSafe® helps protect senior and vulnerable investors with different tools and resources.

• Understanding Price Improvement | Charles Schwab

  Discover how orders receive execution improvements. Learn about National Best Bid and Offer, price improvement, liquidity enhancements, etc.

• How to buy Treasuries | Charles Schwab

  Discover how to research and buy Treasuries in just a few simple steps.

• Schwab Bank Deposit Account Holder Important Account Agreement and Disclosure Information | Charles Schwab

  Schwab Bank Deposit Account Pricing Guide disclosure and Schwab Bank Deposit Account Agreement

• Currency ETFs | Charles Schwab

  Ready to diversify your investment portfolio? Learn about currency ETFs and the potential benefits of including them in your portfolio.

• SIMPLE IRA Employer’s Agreement With Schwab | Charles Schwab

  Read, complete, sign and return the original with your Adoption Agreement to Schwab. Keep a copy for your files.