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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.

• 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.

• Financial Exploitation Checklist | Charles Schwab

  Use this checklist to raise awareness and educate yourself, your family, and community members.

• How to use Schwab Assistant | Charles Schwab

  Find answers to your questions anytime using our virtual Schwab Assistant.

• Schwab Bank Deposit Account Holder Important Account Agreement and Disclosure Information | Charles Schwab

  Schwab Bank Deposit Account Pricing Guide disclosure and Schwab Bank Deposit Account Agreement

• SIMPLE IRA Employer’s Agreement With Schwab | Charles Schwab

  Read, complete, sign and return the original with your Adoption Agreement to Schwab. Keep a copy for your files.

• Currency ETFs | Charles Schwab

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

• Site Map | Charles Schwab

  The Schwab Difference Why ChooseSummaries Why Schwab THE SCHWAB DIFFERENCE Why Choose Schwab Our Education Our Satisfaction

• Identifying and Avoiding P2P Scams | Charles Schwab

  The Schwab Difference Why ChooseScam and Fraud Difference Fraud involves someone accessing your accountstatement rather than the number that called you. Use unique passwords: Use different passwords for P2P apps and other sites, avoid sharing your passwords with others, and consider a...

• Report a Vulnerability

  How to report a vulnerability.