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• Web Browsers and Operating Systems | Charles Schwab

  Schwab websites work best using one of the listed web browser and operating systems configurations on this page.

• Investor Profile Questionnaire | Charles Schwab

  Your investing strategy should reflect the kind of investor you are—your personal investor profile.

• Schwab SEP IRA | Charles Schwab

  Learn how you could make the most out of your retirement savings with your SEP IRA.

• How to sell a bond | Charles Schwab

• Data Rights Request Form | Charles Schwab

• Meet the Options Greeks | Charles Schwab

  Meet some of the most important greeks—delta, gamma, theta, vega, and rho—and see how they can be used in your options trading.

• Fed Interest Rates: Steady | Charles Schwab

  Where are Fed interest rates headed? Here's the latest from the Federal Reserve's most recent FOMC meeting, and where Schwab experts believe policy is headed.

• Roth IRA vs. Traditional IRA: Differences and Rules | Charles Schwab

  Compare a Traditional IRA vs Roth IRA to see which fits your financial situation. Get insights on tax implications and withdrawal rules.

• Tax-Efficient Investing | Charles Schwab

  Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.

• Schwab Intelligent Portfolios® Sweep Program | Charles Schwab

  The portfolios in the Schwab Intelligent Portfolios® program include a cash allocation, which differs depending on the investment strategy selected.