Portfolio overview

Portfolio Overview: Take Control of Your Accounts.

When you become a client at Schwab, you'll get easy, intuitive access to your investments using a powerful, personalized portfolio overview. It allows you to customize your experience and manage your portfolio in convenient, efficient ways. 

  • See Schwab and non-Schwab accounts in one place.

  • Stay on track by monitoring your portfolio value over time.

  • Use Stay Connected™ to get news about your holdings.

  • Arrange and name your accounts to customize your view.

  • Collapse or expand elements to tailor your experience.

How does your Schwab portfolio overview work? Watch the demo video.

Managing your accounts is easier than ever as a Schwab client. Our personalized portfolio overview gives you quick access to your balances, positions, and performance, plus helpful tools and resources. Access it from your workstation, laptop, or by mobile device using the Schwab Mobile app.

More resources to help you reach your financial goals.

Our personalized portfolio overview is just one of many tools and resources available to help you manage your investments.

Powerful trading platforms

Trade the way you like to trade with our customizable and intuitive platforms.

Schwab mobile apps

Monitor positions, get quotes, make trades, and manage your portfolio on the go with the Schwab Mobile app.

Portfolio management tools

Get the tools, resources, and support you need to manage your portfolio and stay on top of the market.

Ready to get started?

Get the resources and guidance you need to manage your accounts and reach your financial goals.

Open an Account

Questions? Call 866-855-9102.          Already a client? Log in to see your portfolio overview.