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• How to build a mutual fund or ETF portfolio | Charles Schwab

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

• Saving for College | Charles Schwab

  Learn about college planning basics, compare savings plans, discover funding options, and use our College Savings Calculator.

• Your Guide to Choosing a Financial Caregiver | Charles Schwab

  Whether you're thinking of asking a relative or a close friend, let's examine how and why to choose a financial caregiver.

• Planning for Diminished Capacity | Charles Schwab

  Learn more about the preparation process to help you and your family should you ever have diminished financial capacity.

• Financial Exploitation Checklist | Charles Schwab

  Use this checklist to raise awareness and educate yourself, your family, and community members.

• How to buy Treasuries | Charles Schwab

  Discover how to research and buy Treasuries in just a few simple steps.

• How to use Schwab Assistant | Charles Schwab

  Find answers to your questions anytime using our virtual Schwab Assistant.

• Protecting Senior and Vulnerable Investors | Charles Schwab

  SchwabSafe® helps protect senior and vulnerable investors with different tools and resources.

• Understanding Price Improvement | Charles Schwab

  Discover how orders receive execution improvements. Learn about National Best Bid and Offer, price improvement, liquidity enhancements, etc.

• Schwab Bank Deposit Account Holder Important Account Agreement and Disclosure Information | Charles Schwab

  Schwab Bank Deposit Account Pricing Guide disclosure and Schwab Bank Deposit Account Agreement