Take charge of your investing with the Schwab Account Statement Guide

This convenient guide gives you insight into the contents of your Schwab Advisory Services Customizable Position-level Statement™ and helps you make the most of your Schwab account.

At a glance, you can:

  • Quickly assess changes in your investment account value.
  • Find important gain/loss and cost basis information.
  • Access your statement online anytime, anywhere.