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• 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.

• Protecting Senior and Vulnerable Investors | Charles Schwab

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

• Currency ETFs | Charles Schwab

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

• 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....

• 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

• Schwab referral promo awards up to $1000 bonus | Charles Schwab

  Get up to $1000 bonus award when referred by a Charles Schwab client. Become a new Schwab client today.

• Schwab Investment Income Summary | Charles Schwab

  Schwab Investment Income Summary gives you a clear, accurate picture of your received and estimated dividends and investment income to help you with planning.