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• Guide to Asset Classes & ETFs | Charles Schwab

  View the Schwab Intelligent Portfolios Guide on Asset Classes.

• Investment Adviser Code of Ethics | Charles Schwab

  Learn more about the Investment Advisor Compliance Program Code of Ethics at Schwab.

• Personal Defined Benefit Plan: Charles Schwab: FAQs | Charles Schwab

  Is a Personal Defined Benefit Plan the right retirement solution for you and your small business? Find out the facts.

• Investment Professionals' Compensation | Charles Schwab

  How We Compensate Our Investment Professionals.

• Schwab Wealth Advisory™ Disclosure Brochure | Charles Schwab

  This brochure provides information about the qualifications and business practices of Charles Schwab & Co., Inc. ("Schwab"). If you have any questions about the contents of this brochure, please contact us at the phone number above.

• 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.

• How to Trade Options | Charles Schwab

  Get an overview of how to trade options using specialized tools by Schwab.

• 嘉信投資經紀: 華語服務 | Charles Schwab

  您可透過電話或個人親至分行讓華語財務顧問為您提供專業財務建議。

• Protecting Senior and Vulnerable Investors | Charles Schwab

  SchwabSafe® helps protect senior and vulnerable investors with different tools and resources.