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• Financial Exploitation Checklist | Charles Schwab

  Use this checklist to raise awareness and educate yourself, your family, and community members.

• Options Greeks | Charles Schwab

  Discover how options Greeks such as Theta, Vega, and Delta, and more can help you evaluate the risks and rewards of trading options.

• Your Guide to Choosing a Financial Caregiver | Charles Schwab

  Whether you're thinking of asking a relative or a close friend, let's examine how and why to choose a financial caregiver.

• 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.

• Financial Caregiving 101 |Charles Schwab

  Explore the different types of caregivers and how they can help you manage your money and assets through life's journeys.

• How to check my positions | Charles Schwab

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

• 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.

• Find and Invest in Mutual Funds | Charles Schwab

  Find the right mutual funds for your portfolio. Schwab offers the tools to research, compare and invest in mutual funds all in one place.

• 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.