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• Saving for College | Charles Schwab

  Learn about college planning basics, compare savings plans, discover funding options, and use our College Savings Calculator.

• 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.

• 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 Exploitation Checklist | Charles Schwab

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

• How to buy Treasuries | Charles Schwab

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

• Understanding Price Improvement | Charles Schwab

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

• 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.

• 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.

• Site Map | Charles Schwab