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  1. Get the best in trading—award-winning platforms, tailored education, and specialized support. Learn more about active trading. Get a jumpstart with automated investing. Schwab Intelligent Portfolios ® builds, monitors, and automatically rebalances a portfolio based on your goals. Learn more about automated investing.

  2. Portfolio check-up. Keep an eye on your investments with real-time updates, data, and information. Compare your current asset allocation to your target allocation or to benchmarks, and make sure your allocation is tracking to your risk tolerance. See the tutorial.

  3. The portfolios include a cash allocation to FDIC‐insured Deposit Accounts at Charles Schwab Bank, SSB ("Schwab Bank"). Schwab Bank earns income on the deposits, and earns more the larger the cash allocation. The lower the interest rate Schwab Bank pays on the cash, the lower the yield.

  4. The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co. Inc. ( Member SIPC ), and its affiliates offer investment services and products.

  5. Open a Schwab account online today to start saving, trading or investing. We offer brokerage, IRA, checking and Schwab Intelligent Portfolios online.

  6. Securities brokerage products are offered by Charles Schwab & Co., Inc. (Member SIPC). Schwab Futures and Forex is a CFTC-registered Futures Commission Merchant and a NFA Forex Dealer Member and offers brokerage services for futures, commodities and forex interests.

  7. client.schwab.com › Areas › AccessLogin | Charles Schwab

    The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. ( member SIPC ), offers investment services and products, including Schwab brokerage accounts.

  8. Supercharge your trading experience. Get the best in trading—award-winning platforms, tailored education, and specialized support. Learn more about active trading. Get a jumpstart with automated investing. Schwab Intelligent Portfolios ® builds, monitors, and automatically rebalances a portfolio based on your goals.

  9. Use Schwab's personal wealth management and investment services to help you manage your wealth, pursue your financial goals, and transfer your estate to future generations.

  10. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC ), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

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