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• Find and Invest in Mutual Funds | Charles Schwab

  Find the right mutual funds for your portfolio. Schwab offers the tools to research, compare and invest in mutual funds all in one place.

• How to Read Your Brokerage 1099 Form | Charles Schwab

  The 1099 is a tax form issued by your brokerage firm to help you report your taxable investment income to the IRS.

• Insights & Education | Charles Schwab | Charles Schwab

  Keeping you at the forefront of modern investing

• Futures Account | Charles Schwab Futures and Forex

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

• Statement of financial condition | Charles Schwab

  Overview Self-Directed Investing Active Trading Automated Investing Wealth and Investment Management

• List of mutual funds, income mutual funds and ETF list | Charles Schwab

  Find quality mutual funds and ETFs with a Charles Schwab Select List®. Lists of prescreened, no-load mutual funds and low cost ETFs in over 65 categories.

• Trading and Social Media | Charles Schwab

  Social media is full of trading tips—but should you listen? Learn three ways you can incorporate social media as a trading resource.

• Schwab Intelligent Portfolios Compare Us | Charles Schwab

  Schwab Intelligent Portfolios is automated investing where our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. Plus, you can get started with as little as $5,000 to invest.

• Required Minimum Distribution | Charles Schwab

  See your total RMD amount, any amount you've already withdrawn, and the remaining amount you must withdraw—all in one place.

• Saving for Retirement | Charles Schwab

  Learn how much you may need to retire, how tax-advantaged retirement accounts work, and more