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• Currency ETFs | Charles Schwab

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

• How to buy Treasuries | Charles Schwab

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

• Business continuity and contingency planning | Charles Schwab

• How to use Schwab Portfolio Checkup | Charles Schwab

  Use Schwab Portfolio Checkup to assess your portfolio performance and align investment strategy with your goals.

• Roth Individual 401(k) Rollover/Transfer Data Form | Charles Schwab

• Best Interest Disclosure | Charles Schwab

  This document describes how we interact with you when we make recommendations when acting as a broker-dealer.

• Broker-Dealer Relationship Summary (Form CRS-BD) | Charles Schwab

  This document highlights the nature of brokerage relationship with our clients.

• Charles Schwab Pricing Guide for Individual Investors | Charles Schwab

• How to create stock alerts using Schwab Mobile | Charles Schwab

  Use stock alerts to receive notifications for price changes, news and events, and more.

• Broker-Dealer, Investment Advisory and Best Interest Disclosure Combined | Charles Schwab

  Broker-Dealer, Investment Advisory and Best Interest Disclosure Combined