Narrator: Want to get the most out of your Schwab personalized indexing experience? Schwab offers a dashboard that contains a detailed look at your account performance and holdings summary.
The Schwab Personalized Indexing, or "SPI" dashboard, is accessible from the Summary page on Schwab.com. Navigate to your Accounts, locate your SPI account, then select Schwab Personalized Indexing.
Schwab Personalized Indexing is selected
First, you'll find the Account value module which displays the net value of your account, including stocks and cash, dividends, deposits, withdrawals, and fees. Select the time filter to view the account value changes over time.
Account value module displays
To view a breakdown of the account value by exposure, navigate to Sector weighting. The invested funds are summarized by Global Industry Classification Standard, or "GICS" sectors, to give you a summarized view of the holdings in your SPI account.
Sector weighting module displays
Hypothetical after-tax performance lets you view the performance of your account compared to the account's benchmark index, net of taxes and fees.
Estimated tax impact can help you project the estimated impact on your tax liability based on the actual realized gains and losses in the account, updated daily and based on assumptions about your tax situation.
Estimated tax impact module displays
Scroll to Account personalization to view the holdings restricted from being held in your account. If you would like to change your restrictions, call the indicated number to speak with a Schwab professional.
Account personalization module displays
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Use the Schwab Personalized Indexing Dashboard to review your account performance and holdings summary.