How to See Your Investment Income on Schwab.com
Many investors like to know how much income they receive from their investments, as well as an estimate of how much they might receive in the coming year. Using the Investment Income Summary on Schwab.com, investors can see both.
What is investment income?
Investment income consists of received income, or money that can be deposited in a bank account or reinvested. It also includes estimated income, or money you could potentially receive in the future based on dividends and interest from current holdings. Investment income does not include capital gains or other forms of income from your portfolio, nor does it include zero-coupon bonds, such as Treasury bills. Estimated income is based on historical distributions from the prior year and is subject to vary as companies are subject to change their dividend payouts.
Viewing investment income
To access a summary of investment income, select the Accounts drop-down menu, then Investment Income.
Source: Schwab.com
For illustrative purposes only. Past performance does not guarantee future results.
On the Investment Income subtab, you'll see basic information about income from investments in your retirement portfolio. A summary of investment income over the Next 12 Months is the default. However, it's possible to see the total Estimated Income, along with the Monthly Average income. The Estimate Remaining fields separate interest and dividends into two different types of investment income.
Under this info, you'll see a bar chart displaying estimated income by month (see image below). It's possible to adjust the view of the chart to show the previous year's received investment income as well as estimated income for the current year rather than estimated income for the next 12 months.
Source: Schwab.com
For illustrative purposes only. Past performance does not guarantee future results.
Next is Accounts, which lists the accounts included in the Investment Income summary. All accounts including retirement, managed, and uncategorized are listed, as well as whether they contribute to the investment income total. It's possible to see whether they're charitable gift accounts, brokerage accounts, managed, or have other characteristics. Account balances are included for each account, so investors can see how much money they have available.
Finally, you'll see a summary of all your positions held in each account, including equities, mutual funds, fixed income, and cash. Investors can view how much income they received from each position the previous year as well as the estimated income from each position in the current year.
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This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
All expressions of opinion are subject to change without notice in reaction to shifting conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.
All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.
There are risks associated with investing in dividend paying stocks, including but not limited to the risk that stocks may reduce or stop paying dividends.