The new Schwab Investment Income Summary makes it easy to see where your investment income is coming from and how much you may earn in the future, so you can better plan your investment decisions.
So whether it’s budgeting retirement expenses, planning a vacation, or buying a new home, you have a better understanding of how much investment income to expect.
Easily accessible within your Accounts Summary, the Investment Income Summary provides a visual overview of the dividends and interest across all your income-producing Schwab investments in one simple chart.
View past earnings, as well as projections for the next twelve months, which can help you plan for retirement budgeting, major purchases, and investment decisions.
You can also drill down for information on individual accounts, and even individual holdings.
It’s all designed to provide you a more complete understanding of the income you’re generating.
Log in to your Schwab account to explore your Investment Income Summary today.