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Accounts & Products
 

All-in-One Portfolio Solutions

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If you're looking for a diversified portfolio, our all-in-one mutual fund solutions can be a convenient place to start your search. Research single fund solutions or a diversified portfolio of many mutual funds, all with no loads and no transaction fees.

Personalized Portfolio Builder

This tool allows you to simplify the asset allocation process and select a diversified portfolio of mutual funds or ETFs to help meet your needs.

Find out more about Personalized Portfolio Builder.

Schwab Target Date Funds

Find a retirement solution designed to keep your retirement investments properly allocated over your lifetime.

Find out more about Schwab Target Date Funds.

Schwab MarketTrack Portfolios® 

Combine passive investing, which can help you keep pace with the markets, and asset allocation to help manage risk.

Find out more about Schwab MarketTrack Portfolios.

Schwab® Monthly Income Funds

Get a single fund designed to provide monthly income with the potential for growth.

Find out more about Schwab Monthly Income Funds.

Take the next step.

Open an account to get mutual funds that are right for you. 

Open an Account or call 866-232-9890.


Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than their original cost.

The principal value of the Schwab Target Funds is not guaranteed at any time and will fluctuate up to and after the target dates. There is no guarantee the funds will provide adequate income at or through retirement.