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How to build a mutual fund or ETF portfolio | Charles Schwab
Use our Personalized Portfolio Builder to create a mutual fund or exchange-traded fund (ETF) portfolio in just five steps.
How to check my positions | Charles Schwab
Quickly see the value of your holdings, any gains or losses, and make decisions about reinvesting dividends.
Planning for Diminished Capacity | Charles Schwab
Learn more about the preparation process to help you and your family should you ever have diminished financial capacity.