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• Why Buy a Mutual Fund | Charles Schwab

  Since their emergence nearly a century ago, mutual funds have proven to be a popular investment vehicle.

• How to find my tax forms on Schwab Mobile | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators Complimentary PlanMore choices. More ways to invest how you want. Explore ways to invest

• How to Use the Trade Flash Scanner | Charles Schwab

  Trade Flash, on thinkorswim®, allows traders to scan for trade-related events as they happen and can help traders find potential trade opportunities.

• Schwab Money Funds | Charles Schwab

  Mutual funds designed to offer investors stability of capital, liquidity and current income.

• ESA Distribution Request Form | Charles Schwab

  Complete and sign this form and return it to Schwab to request a distribution from, or to change existing distribution instructions for, your Schwab Education Savings Account.

• Investor Information for ETFs | Charles Schwab

  Interested in an ETF investment? Our investor information includes helpful resources such as prospectuses, fund performance, and portfolio holdings for each Schwab ETF.

• Schwab SIMPLE IRA | Charles Schwab

  Learn how a SIMPLE IRA could be an easy and low-cost way to set up a retirement program.

• Third-Party Release | Charles Schwab

  This form is to be used to relinquish ownership and deposit a certificate(s) into a Schwab brokerage account.

• Portfolio Margin | Charles Schwab

  Portfolio margining is a method for calculating margins and associated risk in an investment portfolio. Learn about portfolio margin strategies with Schwab.

• Protect yourself from financial fraud. | Charles Schwab

  How to identify, avoid, and report common scams.