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• What is a Mutual Fund? Things Investors Should Know | Charles Schwab

  Interested in learning about mutual funds? Understand what they are, as well as some advantages and disadvantages of mutual funds before adding them to your portfolio.

• Guide to Asset Classes & ETFs | Charles Schwab

  View the Schwab Intelligent Portfolios Guide on Asset Classes.

• Schwab Bank Investor Checking™ Trust Account Application for Existing Schwab One® Trust Account Holders

  APP32476-19

• Target Date Mutual Funds | Charles Schwab

  Learn more about target date mutual funds and how you can invest for your retirement or other milestone.

• Estate Planning | Charles Schwab

  See why everyone needs an estate plan, and how formalizing your plan now can make things easier for your loved ones in the future.

• Fixed Indexed Annuities | Charles Schwab

  If you want to protect retirement savings, guarantee income, and enjoy potential growth, consider a Schwab fixed indexed

• Asset Allocation Mutual Funds | Charles Schwab

  Asset allocation mutual funds let you own a mix of equity and fixed income securities to achieve a goal such as income generation or capital appreciation.

• Mid-Year Statement of Financial Condition | Charles Schwab

  TD Ameritrade Clearing, Inc. notes to Statement of Financial Condition.

• Copyright Policy | Charles Schwab

  Charles Schwab & Co., Inc. designates an agent to receive notifications of claimed infringement.

• Equity mutual funds | Charles Schwab

  Learn about equity mutual funds at Schwab.