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• Why Diversification Matters | Charles Schwab

  Over the past 30 years, stocks posted an average annual return of 10.4%, and bonds 6.8%. But actual returns varied widely from year to year.

• Data Rights Request Form | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Instructions to Open or Update a Schwab One® Trust Account with Optional Schwab Bank Investor Checking™ Trust Account | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Web Browsers and Operating Systems | Charles Schwab

  Schwab websites work best using one of the listed web browser and operating systems configurations on this page.

• Open a Schwab IRA | Charles Schwab

  Open online or use this form to open an IRA, a SEP-IRA, or a SIMPLE IRA.

• How to Buy Funds on Schwab.com | Charles Schwab

  Before building your first investing portfolio, learn how to buy funds and calculate how much to invest.

• ETF Selection Process | Charles Schwab

  ETFs are the building blocks of Schwab Intelligent Portfolios. View Exchange-Traded Funds available through SIP.

• How to use Stock Screener to find stocks | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Schwab Online Services Agreement | Charles Schwab

  Read the Schwab Online Services Agreement.

• How to add and manage an authorized user | Charles Schwab

  Learn how to securely provide & manage account access to authorized users.Read PDF: Add authorized user