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• Invest in Portfolio Solutions - Mutual Funds |Charles Schwab | Charles Schwab

  Choose a mutual fund portfolio solution -which are automatically rebalanced keeping you on track and saving you time.

• How to Trade Options | Charles Schwab

  Get an overview of how to trade options using specialized tools by Schwab.

• How to use Schwab Portfolio Checkup | Charles Schwab

  Use Schwab Portfolio Checkup to assess your portfolio performance and align investment strategy with your goals.

• Currency ETFs | Charles Schwab

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

• 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 check my positions | Charles Schwab

  Quickly see the value of your holdings, any gains or losses, and make decisions about reinvesting dividends.

• Business continuity and contingency planning | Charles Schwab

  continuation of client service within minutes in most cases. Here are a few examples of what might occur if Schwab were to experience a business disruption of varying magnitude:...

• Securities Lending Fully Paid Program FAQs | Charles Schwab

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

• Financial Exploitation Checklist | Charles Schwab

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

• Identifying and Avoiding P2P Scams | Charles Schwab

  may request a P2P payment for a product or service. Once they receive your money, you never receive what you paid for, and they disappear....authorized a payment mistakenly, there may be limits on what can be done to get your money back. But reporting the matter can help you to understand what options may be available....