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• How to update trusted contacts and beneficiaries | Charles Schwab

  Make sure we can reach you if needed, and make sure your wishes are known.

• Security Based Loans | Charles Schwab

  Learn more about the different ways you can borrow against your brokerage account and the risks involved.

• Portfolio Management | Charles Schwab

  Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.

• After Hours and Overnight Trading on thinkorswim® | Charles Schwab

  Learn how to take advantage of trading opportunities on the thinkorswim platform in real time, around the clock from 8 p.m. ET Sunday to 8 p.m. ET Friday.

• Financial Planning | Charles Schwab

  Understand where you are today and create a roadmap to get you where you want to be.

• What Is a Roth IRA? | Charles Schwab

  Roth IRAs are individual retirement accounts that you contribute to with after-tax dollars (income you’ve already paid taxes on). The potential benefit? Your savings can grow tax-free.

• Fundamental Analysis | Charles Schwab

  Examine economic and financial factors to estimate a security's value.

• Behavioral Finance | Charles Schwab

  Discover how psychological influences and biases may affect your financial behavior.

• Mortgage Rate Calculator | Schwab Bank

  Use this online Mortgage Rate Calculator to get a customized mortgage rate quote whether you want to buy a house or refinance your existing home loan.

• How Do Robo-Advisors Work? | Charles Schwab

  Find out how a robo-advisor works and what it can do for you.