Tax-loss harvestingTooltip
Tax-loss harvesting is available for clients with invested assets of $50,000 or more in their Schwab Intelligent Portfolios account. Clients must choose to activate this feature. Please be aware that the ability to realize significant tax benefits from tax-loss harvesting depends upon a variety of factors, and no assurance can be offered that a particular investor will in fact realize significant tax benefits.
Option to access a
CFP® ProfessionalTooltip
A CERTIFIED FINANCIAL PLANNER™ professional can help you prioritize your goals like saving for college and retirement, create a plan for reaching them, and provide portfolio recommendations. A CFP® professional has successfully completed the CFP Board's rigorous and ongoing certification requirements. These professionals both understand the complexities of financial planning and make recommendations in your best interest. Easily schedule appointments online to meet by phone or video conference at a time that's convenient for you.
for an additional cost
