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What We Offer

ACCOUNTS

• All Accounts
• Brokerage and Trading
• Retirement and IRAs
• Global Trading
• Trust, Estate and Charitable
• Education and Custodial
• Organizational Account
• Personal Choice Retirement Account

INVESTMENT PRODUCTS

• All Investment Products
• Mutual Funds
• ETFs
• Index Funds and ETFs
• Stocks
• Bonds, CDs and Fixed Income
• Money Market Funds
• Annuities
• Cash Solutions
• Margin Lending
• Options
• Futures
• Global Investing

INVESTMENT MANAGEMENT

• Our Investment Management Offerings
• AUTOMATED INVESTING WITH GUIDANCE
• Schwab Intelligent Portfolios®
• Schwab Intelligent Portfolios Premium™
• CUSTOMIZED INVESTMENT MANAGEMENT
• Schwab Private Client™
• Schwab Advisor Network®
• ADDITIONAL SOLUTIONS
• Schwab Managed Portfolios™
• Managed Account Select®
• ThomasPartners® Strategies
• Windhaven® Strategies

TRADING

• Trading at Schwab
• Trade Pricing
• Trading Platforms and Tools
• Trading Specialists
• Options Trading
• ETF Trading

INVESTMENT TOOLS & RESEARCH

• Calculators
• Research
• Expert Fund Picks
• Portfolio Overview
• Portfolio Evaluation
• Mobile Apps

BANKING

• Bank Offerings
• Checking
• Savings
• Pledged Asset Line
• HOME LOANS
• Mortgage Rates
• Home Purchases
• Home Refinance
• Home Equity Line of Credit

SPECIALIZED SOLUTIONS

• Small Business
• Retirement Income
• Credit Cards
• Personal Trust Services
• Insurance

What We Charge

PRICING

• See Schwab's comprehensive list of commissions, fees, and other costs.

COSTS OF INVESTING

• Understand common costs of investing, what they are and what you could pay at Schwab versus other firms.

Why Schwab

THE SCHWAB DIFFERENCE

• We Believe in Putting Clients First
• Satisfaction Guarantee
• Schwab Security
• Investing and Trading Specialists
• Our Execution Quality Advantage

WAYS TO INVEST WITH US

• Overview
• Manage and Trade your Own Investments
• Get Automated Investing with Professional Guidance
• Plan and Invest with an advisor

HOW WE COMPARE

• Compare Us to our Competitors
• Evaluate your Broker

REVIEWS & AWARDS

• Reviews From Clients
• Industry Awards

Insights

EDUCATION

• Retirement and Planning
• Savings Basics
• How to Invest
• Saving for Retirement
• Retirement Income Strategies
• Saving for College
• Estate Planning
• Tax Center
• Insurance Basics
• Help Across Life Events

INSIGHTS & IDEAS

• New and Featured
• Market Commentary
• Trading
• Personal Finance
• Portfolio Management
• Retirement
• ETFs
• Mutual Funds
• Fixed Income
• Stocks
• International
• Taxes

MEDIA & LIVE PROGRAMS

• Choiceology® Podcast
• Financial Decoder™ Podcast
• OnInvesting® Magazine
• Schwab Live Webcasts and Special Events
• Schwab Market Update
• Branch Workshops

INVESTING PRINCIPLES

• Understanding these principles can help you reach your financial goals.

OUR EXPERTS

• Meet the experts behind Schwab's investing insights.