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• Schwab Intelligent Portfolios Compare Us | Charles Schwab

  where our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. Plus, you can get started with as little as $5,000 to invest....

• Securities Alerts | Charles Schwab

  Set security alerts in your account to notify you of trading and investing opportunities.

• Real Estate Investment Trusts (REITs) | Charles Schwab

  What is a REIT? Real Estate Investment Trusts allow you to trade real estate in the form of securities, usually in one of two main REIT types.

• Commodity ETFs | Charles Schwab

  What are commodity exchange-traded funds (ETFs)? What are the benefits and risks of including them in your financial portfolio?...

• Consolidate Accounts - Asset Transfer | Charles Schwab

  Learn about the benefits of transferring accounts from multiple firms to one. Simplify your finances with convenience, tax benefits and lower costs....

• Dos and Don'ts When You Get an Inheritance | Charles Schwab

  If you receive an inheritance, take time to review your financial picture before you start spending. Read this article for five dos and don'ts....

• https://www.schwab.com/public/file/P-1908443

  legal and financial documents. Beware of anyone preying financially on surviving family members. How do I manage my loved one’s financial affairs? Contact the family attorney, CPA, and estate’s executor...Determine how to make the most of inherited retirement accounts. • If you’ve inherited Schwab account assets, call 1-866-855-7545 for guidance. Assess whether your inherited assets fit your financial...

• Schwab Huntsville - by appt. only | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Huntsville, AL branch. Request an appointment on Schwab.com...

• Schwab Montgomery - by appt. only | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Montgomery, AL branch. Request an appointment on Schwab.com...

• Schwab Columbia, MD - by appt. only | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Columbia, MD branch. Request an appointment on Schwab.com...