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• Schwab Intelligent Portfolios FAQs | Charles Schwab

  Get answers to the most commonly asked questions about Schwab Intelligent Portfolios®.

• 8 Roles to Fill on a Family Wealth Management Team | Charles Schwab

  Abundant wealth can complicate your situation. Read how family wealth management specialists can help you manage your investments, taxes, estate, and more.

• Trade Forex | Charles Schwab Futures and Forex

  Learn how to get your forex account set up, trade forex on the industry-leading thinkorswim trading platforms, and access premium forex education.

• Types of Employee Benefits | Charles Schwab

  Learn about different types of employee benefits (including health insurance, retirement plans, and disability insurance) and why they matter.

• What Is a Robo-Advisor? | Charles Schwab

  If it isn't a robot, what is a robo-advisor?

• SIMPLE IRA Basic Plan Document | Charles Schwab

  This document contains the legal provisions of your Schwab SIMPLE IRA plan.

• REITs Basics | Charles Schwab

  A real estate investment trust, or REIT, is a type of trust that invests in a portfolio of real estate. Learn how REITs can provide a way to invest in the real estate market.

• Company Earnings | Charles Schwab

  Understand what impact company earnings may have on the market and your investments.

• Order Routing | Charles Schwab

  Learn about Order Routing at Schwab

• Fraud Prevention | Charles Schwab

  Help protect yourself against fraud and deceptive practices targeting your money and property.