Investment Management: Portfolio Checkup: Charles Schwab

Schwab Portfolio Checkup

Charles Schwab & Co., Inc.

Call us at 866-232-9890

Send us an email

Portfolio Checkup Quarterly Portfolio Profile Personal Investment Alerts

Printer-friendly
Type Size: A A A

Get a portfolio checkup in four simple steps

How is your portfolio doing? As a Schwab client, you can use our online tool to find out in as little as 15 minutes.

See how Schwab Portfolio Checkup® can help you stay on track.

Risk assessment: Complete a quick questionnaire to define your risk profile.
Asset allocation: Identify a model portfolio tailored to your risk profile.
Diversification: Uncover any concentrated positions, or poorly rated securities.
Action plan: Based on your chosen investment alternative, get a personalized plan to help keep your portfolio on track.

Stay on top of your portfolio with ease

Call 866-232-9890 for more information. If you are already a Schwab client, simply log in to get started.

(1206-8533)

Put our portfolio management tools to work for you

Open an account or call 866-232-9890.

Ask the Expert

Does Your Portfolio Need a Checkup?

Interview with Mark Riepe

, Senior Vice President, Schwab Center for Investment Research®, CFA