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• 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.

• Instructions to Open or Update a Schwab One Trust Account with Optional Schwab Bank Investor Checking Account Bundle | Charles Schwab

  Please return pages 1–19 of this form, plus the title and all signature pages of the Trust documentation.

• Are Municipal Bonds Tax Free? | Charles Schwab

  Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.

• Complex exchange-traded products (ETPs) | Charles Schwab

  Learn about the benefits and potential risks of Complex ETPs.

• 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.

• How to Use a Total Return Approach | Charles Schwab

  In addition to dividends and interest, an entire portfolio—including cash balances and asset sales—can be used a source of funds in the total return approach.

• Bonds vs. Bond Funds: Which is Right for You? | Charles Schwab

  Not sure which to choose? There are pros and cons to each. Here are some things to consider about individual bonds versus bond funds.

• How to use hypothetical gain/loss in watchlists | Charles Schwab

  Learn how to use the hypothetical gain or loss feature within custom watchlists to help guide your future investment decisions.

• Invested | Charles Schwab

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• Schwab Futures and Forex daily Forex obligation January 2025 | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit CardsRoth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education