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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.

• 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.

• How to buy Treasuries | Charles Schwab

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

• Financial Exploitation Checklist | Charles Schwab

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

• Protecting Senior and Vulnerable Investors | Charles Schwab

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

• How to use Schwab Assistant | Charles Schwab

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

• Securities Lending Fully Paid Program FAQs | Charles Schwab

  Find answers to common questions about the Securities Lending Fully Paid Program.

• Currency ETFs | Charles Schwab

  Ready to diversify your investment portfolio? Learn about currency ETFs and the potential benefits of including them in your portfolio.

• Tools and Resources for Surviving Spouses | Charles Schwab

  Supportive information to help you or a loved one navigate life after loss.

• Schwab clients: refer friends and family | Charles Schwab

  Already a Schwab client? Share your referral link with friends and family, and they can get up to $1000. Be a true-blue friend and learn more at schwab.com/refer