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• How to Trade Options | Charles Schwab

  Get an overview of how to trade options using specialized tools by Schwab.

• 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 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.

• Schwab Wealth Advisory™ Disclosure Brochure | Charles Schwab

  This brochure provides information about the qualifications and business practices of Charles Schwab & Co., Inc. ("Schwab"). If you have any questions about the contents of this brochure, please contact us at the phone number above.

• 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.

• Protecting Senior and Vulnerable Investors | Charles Schwab

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

• Currency ETFs | Charles Schwab

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

• Securities Lending Fully Paid Program FAQs | Charles Schwab

  Find answers to common questions about the Securities Lending Fully Paid Program.

• Financial Exploitation Checklist | Charles Schwab

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