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• 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.

• Protecting Senior and Vulnerable Investors | Charles Schwab

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

• 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

• Securities Lending Fully Paid Program FAQs | Charles Schwab

  Find answers to common questions about the Securities Lending Fully Paid Program.

• 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

  Financial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryOverview Self-Directed Investing Active Trading Automated Investing Wealth and Investment ManagementHow We Compare

• Identifying and Avoiding P2P Scams | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryOverview Self-Directed Investing Active Trading Automated Investing Wealth and Investment ManagementHow We Compare

• Tools and Resources for Surviving Spouses | Charles Schwab

  Supportive information to help you or a loved one navigate life after loss.

• Avoid Imposter Scams | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryOverview Self-Directed Investing Active Trading Automated Investing Wealth and Investment ManagementHow We Compare