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Schwab Portfolio Checkup

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Analyze your entire portfolio quickly and easily

When you become a Schwab client, you gain access to sophisticated tools and resources like Schwab Portfolio Checkup®.

See how Schwab Portfolio Checkup can help you:

Analyze your entire portfolio instantly.
Quickly pinpoint areas to improve.
Assess your risk and diversify your holdings.
Create a personalized plan to get on track.

Illustration: Sample Schwab Portfolio

Sample Schwab Portfolio Checkup

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Ready to get started?

Open an account or call 800-990-0542.

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Talk to us about our financial guidance

Call 800-990-0542.

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Every Schwab client can get a free one-on-one portfolio review

Learn more about complimentary consultations.