Well, today I finally got off the research/procrastination/fear treadmill and actually did My FIRST EVER transaction with ... Vanguard. I was a bit intimidated because Vanguard's environment doesn't seem as welcoming as Chas Schwab, but I plowed through and made the transaction. I've already opened a Chas Schwab Account so for now as a beginner CS is where I will continue educating myself and becoming more confident.

Hi Wealth Pack, When I opened up the Charles Schwab account, there was a warning to be aware of deceptive leads. I don't know if anyone else has experienced this, but I got an email from someone claiming to be an 'Independent Client Service Specialist from Schwab'. I'm just wondering how much information he is privy to.

Hi! Welcome to the Wealth Pack Community! The Goal of this group is to bring together those who want to learn how to grow their wealth the smart way and become confident in their money decisions! Please take a look in the classroom section in the top menu to download some resources. We will continue to add to it. To kick things off, please comment below introducing yourself Let us know: 1. Where are you from 2. What is the personal finance area you want to focus on 3. Pick a GIF that represents you in some way ⚠️ Please do not give out any personal information in this community. This is a public group so be mindful and keep your information safe. Keep your comments general and when we see comments themes we will have a group discussion about it. See you in the comments!

When opening the account at Schwab it says on the application you can get checks and a debit card. Can the checks and debit card be used on a retirement account or where?

We would love for you to let us know if you used the Key To Wealth Course that we have in the classroom to open a brokerage account. We want to know how's it going so far and if you have had any difficulties using the course to help you set it up.