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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.

• Currency ETFs | Charles Schwab

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

• Schwab Investment Income Summary | Charles Schwab

  Schwab Investment Income Summary gives you a clear, accurate picture of your received and estimated dividends and investment income to help you with planning.

• Schwab Brokerage: Estate Account | Charles Schwab

  Designed for executors or court-appointed administrators of estates, a Schwab One® Estate Account helps you manage and distribute an estate's assets.

• Your Complimentary Financial Plan | Charles Schwab

  Financial planning can help increase your odds of meeting your investment goals—and Schwab can help you get started at no cost.