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• The View from Washington D.C. | Charles Schwab

  Kathy Jones and Liz Ann Sonders discuss issues in Washington with Mike Townsend—and provide their weekly market outlook.

• Education Savings Account (ESA) Application | Charles Schwab

  By signing this Application, you hereby adopt the Education Savings Account Plan that names Charles Schwab & Co., Inc. as custodian of this account, as further explained in the Charles Schwab & Co., Inc. Education Savings Account Plan.

• When Can Direct Indexing Make Sense for Your Portfolio? | Charles Schwab

  How does direct indexing work?

• The Buddy System | Charles Schwab

  Pursuing a difficult goal can be lonely work—but it doesn't always have to be.

• A Clean Slate: With Guests John Beshears, Richard Thaler & Ray Zahab | Charles Schwab

  How you divide your money and time is influenced by a cognitive bias—but it's one that you can put to good use.

• Mutual Fund Prospectuses: Investor Information | Charles Schwab

  Find the information you need with Schwab prospectuses, performance summaries, and portfolio holdings statements for each fund.

• Schwab Global Account™ and Schwab One® Brokerage Account Combination Application | Charles Schwab

  Use this application to open a new Schwab One Brokerage Account and an associated Schwab Global Account.

• Estate Planning Checklist | Charles Schwab

  See how to get started, and what to do each step of the way, with our four-part estate planning checklist.

• How to see Schwab's Portfolio Builder

  Use our Personalized Portfolio Builder to create a mutual fund or exchange-traded fund (ETF) portfolio in just five steps.

• Do You Need a Financial Advisor? | Charles Schwab

  A financial advisor can help you navigate the complex world of investing. But how do you know which advisor is right for you?