Frequently Asked Questions

FAQ sections

  • Getting Started


    Whether it's how to open an IRA rollover, add beneficiaries or something else – learn more here.

  • Portfolio Construction & ETFs


    Schwab uses its state-of-the-art asset allocation model to customize a portfolio for your specific goal. How does it work?

  • Portfolio Management


    Every portfolio is monitored daily and rebalanced as needed to stay on track with your goal. Find out how.

  • Costs & Fees


    Learn more about what you will pay.

  • When you contact us, we're there 24/7.

    Any time you have questions, you can get in touch with a Schwab professional.