PSR Marquees

The Marquee is the dominant hero featured on the top, or at the introduction, of a web page or digital experience. It’s used to connect with the user, pique their interests, set a desired tone, and draw them deeper into the content.

The Marquee is always the first component of the landing page, and contains the H1.

On this page, you'll find examples for the following Marquee variations available to publish on Schwab.com. 

  • Marquee-Fill-Light-Right
  • Marquee-Text-Centered-Dark
  • Marquee-Text-Gradient

Marquee-Text-Centered-Dark

This Marquee is used for product pages and includes a button CTA link to quickly encourage the user to open and account.

Marquee Retail > Text Centered-Dark

Marquee description field. This field allows for rich text.  

Open a Traditional IRA

Marquee-Text-Gradient

This variant (which is also used at the top of this page), is a text Marquee with a slight, white-to-grey gradient.

Marquee Text Gradient

Description: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Details

Marquee-Fill-Light-Right

This Marquee variation displays a a title and description above a full-width image. This Marquee is intended to display dark text on top of a light background. Be mindful of color contrast.

Marquee-Fill-Light-Right

Marquee description field. This field allows for rich text.  

Example
Woman looking at laptop

Marquee Retail -> 50-Image

Test Description 

woman at a computer
woman at a computer

Marquee Retail > Image Full

test Description

PSR Decks and Cards

Decks display repeating regions of content in a similar way. The individual content items within a deck are called Cards. 

On this page, you'll find examples for the following deck variations available to publish on Schwab.com. 

  • Deck-Flex > Card-Icon-Clear
  • Deck-Divide > Card-Clear
  • Deck-50 > Card-Clear
  • Deck-33 > Call-Callout-Clear
  • Deck-33-Divide > Card-Callout-Clear
  • Deck > Stepped Guide-Pros/Cons
  • Deck-33 > Card-Ornament
person and file image

Deck-Flex > Card-Icon-Clear | Retail

Both offer advantages, but, as with any investment approach, there are also things to consider.

  • balanced scale

    How they are most similar

    In most cases, both ETFs and mutual funds represent "baskets" of individual securities, for example stocks or bonds. 

  • balanced scale

    How they are most similar

    In most cases, both ETFs and mutual funds represent "baskets" of individual securities, for example stocks or bonds. 

Deck-33 > Card-Callout-Icon-Clear | Retail

ETFs or "Exchange-traded funds" are exactly as the name implies: funds that trade on exchanges, generally tracking a specific index. When you invest in an ETF, you get a bundle of assets you can buy and sell during market hours--potentially lowering your risk and exposure, while helping to diversify your portfolio.

  • balanced scale

    How they are most similar

    In most cases, both ETFs and mutual funds represent "baskets" of individual securities, for example stocks or bonds. 

  • balanced scale

    How they are most similar

    In most cases, both ETFs and mutual funds represent "baskets" of individual securities, for example stocks or bonds. 

  • balanced scale

    How they are most similar

    In most cases, both ETFs and mutual funds represent "baskets" of individual securities, for example stocks or bonds. 

Deck-33-Divide > Card-Callout-Icon-Clear | Retail

  • balanced scale

    How they are most similar

    In most cases, both ETFs and mutual funds represent "baskets" of individual securities, for example stocks or bonds. 

  • balanced scale

    How they are most similar

    In most cases, both ETFs and mutual funds represent "baskets" of individual securities, for example stocks or bonds. 

  • balanced scale

    How they are most similar

    In most cases, both ETFs and mutual funds represent "baskets" of individual securities, for example stocks or bonds. 

Your approach to ETF investing depends on what type of investor you are. At Schwab, we provide the help you need to build a strong ETF portfolio, whatever way you prefer to invest. 

Deck-33-Divide > Card-Clear | Retail

As with any investment, it's important to understand the underlying strategy of any ETF you're considering to ensure it aligns with your goals. Below are some key points to remember:

  • Commissions

    • Typically, you’ll pay a commission when you buy or sell an ETF, just like any exchange-traded security. 
    • Over time, those commissions can really add up and become cost prohibitive.
    • Not all brokers charge you a commission when you trade an ETF online. Always check before you trade.

  • Commissions

    • Typically, you’ll pay a commission when you buy or sell an ETF, just like any exchange-traded security. 
    • Over time, those commissions can really add up and become cost prohibitive.
    • Not all brokers charge you a commission when you trade an ETF online. Always check before you trade.

  • Commissions

    • Typically, you’ll pay a commission when you buy or sell an ETF, just like any exchange-traded security. 
    • Over time, those commissions can really add up and become cost prohibitive.
    • Not all brokers charge you a commission when you trade an ETF online. Always check before you trade.

Deck-Flex > Card-Icon-Clear | Retail

ETFs (exchange-traded funds) are increasingly popular investments for many reasons. Here are just a few:

  • person and file image

    Diversification

    ETFs let you access a diverse mix of asset classes, including domestic and international stocks, bonds, and commodities.

  • person and file image

    Diversification

    ETFs let you access a diverse mix of asset classes, including domestic and international stocks, bonds, and commodities.

  • person and file image

    Diversification

    ETFs let you access a diverse mix of asset classes, including domestic and international stocks, bonds, and commodities.

  • person and file image

    Diversification

    ETFs let you access a diverse mix of asset classes, including domestic and international stocks, bonds, and commodities.

  • person and file image

    Diversification

    ETFs let you access a diverse mix of asset classes, including domestic and international stocks, bonds, and commodities.

Deck-25-Divide > Card-Clear | Retail

  • Health care ETFs

    Track indexes composed of companies engaged in the production and delivery of medicine and health care–related goods and services.

  • Health care ETFs

    Track indexes composed of companies engaged in the production and delivery of medicine and health care–related goods and services.

  • Health care ETFs

    Track indexes composed of companies engaged in the production and delivery of medicine and health care–related goods and services.

  • Health care ETFs

    Track indexes composed of companies engaged in the production and delivery of medicine and health care–related goods and services.

  • Health care ETFs

    Track indexes composed of companies engaged in the production and delivery of medicine and health care–related goods and services.

  • Health care ETFs

    Track indexes composed of companies engaged in the production and delivery of medicine and health care–related goods and services.

  • Health care ETFs

    Track indexes composed of companies engaged in the production and delivery of medicine and health care–related goods and services.

Stepped-Guide-Pros/Cons | Retail

Sector ETFs have benefits that are enticing for almost any portfolio, but there are risks to consider before selecting such an ETF.

  • Pros

    Portfolio diversification

    An investor with a concentrated position in a single stock may want to avoid duplicating sector exposure with a total market fund. In this case, holding sector ETFs from other sectors may help to round out the portfolio.

  • Cons

    Impact of outside influences

    When outside influences (culture, government, economy, resources, etc.) experience a shift, that shift can have a negative impact on all the businesses within the sector. The result is increased volatility. 

Deck-50 > Card-Clear | Retail

  • Do it yourself

    Compass

    Create and monitor a portfolio and get help any time you need it.

    Invest on your own

  • Let a robo-advisor do it for you

    robo boat on autopilot

    Simplify the process of investing. Robo-advisors are online services that provide automated portfolios based on your preferences, using the latest technology and expertise from investment professionals.

    Invest with our robo-advisor

Deck-50 > Card-Clear | Retail

(variant shown without images)

  • Health care ETFs

    Track indexes composed of companies engaged in the production and delivery of medicine and health care–related goods and services.

  • Health care ETFs

    Track indexes composed of companies engaged in the production and delivery of medicine and health care–related goods and services.

  • Health care ETFs

    Track indexes composed of companies engaged in the production and delivery of medicine and health care–related goods and services.

  • Health care ETFs

    Track indexes composed of companies engaged in the production and delivery of medicine and health care–related goods and services.

Panel-66-Long

That all depends on your goals and the type of investor you are.

Deck-50 > Card-Clear | Retail (Below panel)

  • Health care ETFs

    Track indexes composed of companies engaged in the production and delivery of medicine and health care–related goods and services.

  • Health care ETFs

    Track indexes composed of companies engaged in the production and delivery of medicine and health care–related goods and services.

PSR Decks and Cards, cont...

PSR Decks and Cards, cont...

Deck-Flex > Card-Icon-Clear | Retail

This deck variation is used to display icon cards. The component transforms based on the number of cards included, and can display between 2 and 6 cards. The deck also supports the display of a button.

In the current iteration, the cards display an icon image, a title, and a description. The icon and description are optional, and the icon is a fixed size. Click HERE to download a sketch file of this component. 

Here's an example with two cards.

Optional Button

Deck-Flex > Card-Icon-Clear | Retail 4 cards

Here's an example of the deck with 4 cards.

Deck-Flex > Card-Icon-Clear | Retail 6 cards

Here's a version with six cards.

Optional button

Deck-25-Divide > Card-Clear | Retail

The Deck-Divide > Card-Clear places a fixed number of cards in a row, with a divider in between. There are several variations of this component that allow the author to control the number of cards shown in a row.

Currently, this component doesn't support cards with images and is intended for text-only cards. The component can show a card title, card body, and card button.

Deck-25-Divide > Card-Clear

This variation handles four cards in a row. If more than four cards are included, then the cards will wrap to another row.

Deck-33-Divide > Card-Clear | Retail

Deck-33-Divide > Card-Clear

This variation handles three cards in a row. If more than three cards are included, then the cards will wrap to another row.

Deck-50-Divide > Card-Icon-Clear | Retail

Deck-50-Divide > Card-Icon-Clear

This variation handles two cards in a row, and supports the inclusion of an icon. If more than two cards are included, then the cards will wrap to another row.

Deck-33 > Card-Callout-Icon-Clear | Retail

This variation showcases "callout cards," which are intended to highlight a specific attribute or feature. These cards are center aligned, and can display an icon, title, and body as seen here. 

If more than three cards are included, then the cards will wrap to another row. 

Deck-33-Divide > Card-Callout-Icon-Clear | Retail

This component is the same as the above component, except that a grey divider exists between the cards.  

Unlike the above example, this variation only supports three cards in a row. If more are loaded, the icon won' t display for the second row, and the grey divider displays to the right of the third card on the first row.

Stepped-Guide-Pros/Cons | Retail

The deck variation compares the pros / cons of two cards. The only fields available for editing are the titles and the body for each card. The icons are consistent across the application of this component pattern. 

Deck-33 > Card-Ornament | Retail

This variation showcases three cards with ornament attributes. Though you can opt to show fewer than three cards, the component doesn't transform. 

This component display the title, body, and details field of the card content item.

This component has space constraints, especially on mobile, because it confines content to a square. 

  • Sample Card 1 Title

    Sample Card 1 body text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed erat orci, placerat.

    • Bullet Sample

    Sample card detail text

  • Sample Card 2 Title

    Sample Card 2 body text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed erat orci, placerat.

    • Bullet sample

    Sample Card Detail text. 

  • Sample Card 3 (Text Only)

    Sample Card 3 body text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed erat orci, placerat.

    • Bullet sample

    Sample card 3 details text.

Tile Deck

Here are the examples for the following Tile Deck variations 

  • Tile Deck > partner
  • Tile Deck > Split-Tile-Outline-Gray 
  • Tile Deck > Split-Tile-Outline

Tile Deck > Partner

Tile Deck with Partner variant

CTA Panels

The Call to Action (CTA) panel is a simple and clear visual component asking the user to take a specific action. The CTA panel accepts "Cards" which supply the content to the component. 

On this page, you'll find examples for the following CTA Panel variations available to publish on Schwab.com. 

  • CTA-Panel-Centered
  • CTA-Panel-Contact
  • CTA-Panel-Basic
  • CTA-Panel-FundSpotlight

CTA-Panel-Centered

The Basic variation of the CTA Panel transforms based on the number of CTAs displayed. The CTA will show the Title, Body, Button, Link, and Details fields from the Card Content type. 

Here's an example with one CTA.

CTA Panel > Centered | Beacon with 1 CTA

Here's an example of the CTA-Panel with two CTAs.

CTA-Panel > Centered |Retail with two CTAs

And here's an example with three CTAs.

CTA Panel > Centered with three CTAs

CTA-Panel-Contact

This variant is used to showcase secondary CTA contact options at the bottom of the page. It will show the card image as an icon, the title, and a rich-text body field. 

The component can take two or three CTAs, as show below. 

CTA-Panel-Contact with 3 CTAs

CTA-Panel-Contact with 2 CTAs

CTA-Panel-Contact with 1 CTA

CTA-Panel-Basic

The basic variant of the CTA Panel can help break up long pages of content. It shows the title and button of a Card content item. 

Sample Card 1 Title

Sample Card Button text
Sample Card Link text

CTA-Panel-FundSpotlight

This variation displays one CTA, and is designed to showcase a fund or product and encourage the user to click through to learn more. 

Sample Card Eyebrow

Sample Card 1 Title

Sample Card 1 body text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed erat orci, placerat.

  • Bullet Sample

Accordion-Table > ETFs

Tax Deductibility of IRA Contributions (Tax Year 2018)

Unbalanced Scales

Panel-66-Long: A wide selection of ETFs

  • Strengthen the core of your portfolio with Schwab ETFs
  • Among the lowest operating expenses in the industry
  • ETFs available across core asset classes provide diversification opportunities through exposure to multiple market segments—for the foundation of nearly every investor’s portfolio

Schwab ETFs™ offer two different methodologies that can work well together. 

Panel Recognition: Schwab rated #1 for ETF choices by Investor's Business Daily

Panel-Text Title

  • Strengthen the core of your portfolio with Schwab ETFs
  • Among the lowest operating expenses in the industry
  • ETFs available across core asset classes provide diversification opportunities through exposure to multiple market segments—for the foundation of nearly every investor’s portfolio

Schwab ETFs™ offer two different methodologies that can work well together. 

Create a personalized portfolio in 5 easy steps thumbnail image

Get help building a diversified portfolio

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Opens in popupRead transcriptfor Get help building a diversified portfolio

Building a diversified portfolio is a key principle for investing success.1 

But with thousands of funds to choose from across many asset classes, getting started can be challenging. 

Schwab's Personalized Portfolio Builder simplifies this process by helping you build a diversified portfolio of mutual funds or ETFs (exchange-traded funds) that meets your needs. 

Here's how it works. 

First, log in and choose the specific Schwab account you want to build your portfolio in. 

Then you'll select the type of investment you're looking for. You can build an all-mutual fund portfolio—either taxable-bond funds or municipal-bond funds—or an all-ETF portfolio. 

From there you'll choose your risk profile, ranging from conservative to aggressive. Once you choose, you'll see a preview of our recommended asset allocation. 

After that, you'll specify your initial investment. There is no minimum, but we suggest at least $5,000 to ensure proper diversification. 

Next, you'll compare and select from the short list of funds chosen by our experts.2 

The charts provide information on recent performance history, or you can dive deeper for a more thorough comparison. 

Once you select a fund, the Personalized Portfolio Builder automatically calculates the number of shares you need to purchase in order to match your target asset allocation. 

You'll choose across multiple asset classes to build your new diversified portfolio. You can customize your allocation percentages to fit your preferences or opt out of an asset class altogether. 

Once you've completed your selections, click the Trade button to purchase the funds. You'll now be able to track and monitor your positions from your account. 

To access the Personalized Portfolio Builder and get started on your own diversified portfolio, open an account in just minutes on schwab.com or call us with any questions at 866-855-7728.

1. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. 

2. For illustrative purposes only. All tickers are hypothetical and do not represent any actual investment. Please see important disclosures at the end of this presentation. 


(0318-8HRM)

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Panel 50-Video > Video Right | Retail

Create a personalized ETF portfolio with the free Schwab Personalized Portfolio Builder tool.
 

  • Determine your fund preference, risk profile, and initial investment
  • Choose from ETFs or mutual funds
  • No minimum investment required
  • Great for investors who may not have the time or interest to focus on portfolio building
Open an account

Already a Schwab client? Log in to start using Portfolio Builder

Simple Table IRA

Modified Adjusted Gross Income (MAGI) Maximum Deduction for 2018 for Those Under Age 50 Maximum Deduction for 2018 for Those Age 50 and Over
$63,000 & under $5,500 $6,500
$64,000 $4,950 $5,850
$65,000 $4,400 $5,200

Table IRA

Traditional IRA
Roth IRA
  • Contributions are not tax-deductible. See Roth IRA contribution limits.
  • Withdrawals are generally tax- and penalty-free after 5 years and after age 59½.
  • Income eligibility limitations.
Rollover IRA
  • May have more choices and lower fees than a 401(k).
  • No taxes or withdrawal penalties at time of transfer.
  • Funds can continue to grow tax-advantaged.

Don's Table

3 col stacked
  ETFs Mutual Funds

How are they managed?

While they can be actively or passively managed, most ETFs are passive investments pegged to the performance of a particular index.

Mutual funds come in both active and indexed varieties, but most are actively managed.  Active mutual funds are managed by fund managers.

How are they traded?

ETFs trade like stocks and are bought and sold on a stock exchange, experiencing price changes throughout the day.  This means that the price at which you buy an ETF will likely differ from the prices paid by other investors.

Mutual fund orders are executed once per day, with all investors on the same day receiving the same price.

What's the minimum investment?

Because they trade like stocks, ETFs do not require a minimum initial investment and are purchased as whole shares.  You can buy an ETF for the price of just one share, usually referred to as the ETF's "market price."

Minimum initial investments for mutual funds are normally a flat dollar amount and aren't based on the fund's share price.

Unlike ETFs, mutual funds, can be purchased in fractional shares or fixed dollar amounts.

Don's Table 2

Domestic Equity ETFs
  Schwab Operating Expense Ratio (OER) Vanguard (OER) Industry Average (OER)
Large-Cap Core

Schwab 1000

SCHK

0.05%

VONE

0.12%

Large Blend Avg.

0.08%
Large-Cap Core

Schwab U.S. Broad Market

SCHB

0.03%

VTI

0.04%

Large Blend Avg.

0.08%

 

Don's table 3

4 column simple table bold
  ETFs Index Mutual Funds Actively managed Mutual Funds
Expense ratio (OER)

Generally lower than actively managed mutual funds

Generally lower than actively managed mutual funds

Generally higher than passively managed, index-tracking funds
Perfomance

Performance generally seeks to track a benchmark index, although some ETFs are actively managed and will seek to outperform a benchmark.

Performance seeks to track a benchmark index

Performance seeks to outperform a benchmark index
Selection of funds

About 2,000

About 500*

About 8,000*

COI Table

Portfolio Management Fees
What are the costs? What you might pay elsewhere With Schwab

Annual Portfolio Management Fees

If you choose to have your portfolio of investments professionally managed or to obtain advice for a fee, there may be additional periodic costs. Usually based on a percentage of your assets, the costs can vary depending on the level of assets held in your portfolio and the level of service you receive.

Keep in mind that you may also be paying investment costs specific to the underlying assets in your portfolio, such as ETF or Mutual Fund OERs and trade commissions.
Dedicated financial advice17

1.02% average advisory fee charged by full service brokers (negotiated basis).18
Dedicated financial advice17

Starts at 0.80% for Schwab Private Client™19

(Fee rates decrease at higher asset levels)

See all advice solutions available at Schwab.

Tool Tip

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woman at a computer

Panel > XWide-Fill-Left | Retail

You and your Financial Consultant can create a financial plan that answers all sorts of questions as your life evolves, such as:

  • How can I help ensure I have enough to retire?
  • How can I plan for multiple college tuitions?
  • How can I incorporate charitable giving into my plan?

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with both values:

  Only height:

  Only width:

 

Panel > Panel-66-Long

Traditional IRA
  • Contributions may be tax-deductible. See Traditional IRA contribution limits.
  • Withdrawals of pre-tax contributions and earnings are taxed as current income during retirement.
  • No income limitations.

    Learn more
Roth IRA
  • Contributions are not tax-deductible. See Roth IRA contribution limits.
  • Withdrawals are generally tax- and penalty-free after 5 years and after age 59½.
  • Income eligibility limitations.

   Learn more
Rollover IRA
  • May have more choices and lower fees than a 401(k).
  • No taxes or withdrawal penalties at time of transfer.
  • Funds can continue to grow tax-advantaged.

    Learn more
Inherited IRA
  • For those who inherit a non-spousal Traditional or Roth IRA.
  • Tax-deductible contributions or IRA conversions aren’t allowed.
  • Annual distributions are required.

    Learn more
Custodial IRA
  • For children under age 18 who have earned income.
  • Can be a Traditional or Roth IRA.
  • Funds can be used to pay for college.

    Learn more

Panel-50-Media-Left | Beacon

Traditional IRA
Roth IRA
  • Contributions are not tax-deductible. See Roth IRA contribution limits.
  • Withdrawals are generally tax- and penalty-free after 5 years and after age 59½.
  • Income eligibility limitations.
Rollover IRA
  • May have more choices and lower fees than a 401(k).
  • No taxes or withdrawal penalties at time of transfer.
  • Funds can continue to grow tax-advantaged.
Create a personalized portfolio in 5 easy steps thumbnail image

Get help building a diversified portfolio

Close
Opens in popupRead transcriptfor Get help building a diversified portfolio

Building a diversified portfolio is a key principle for investing success.1 

But with thousands of funds to choose from across many asset classes, getting started can be challenging. 

Schwab's Personalized Portfolio Builder simplifies this process by helping you build a diversified portfolio of mutual funds or ETFs (exchange-traded funds) that meets your needs. 

Here's how it works. 

First, log in and choose the specific Schwab account you want to build your portfolio in. 

Then you'll select the type of investment you're looking for. You can build an all-mutual fund portfolio—either taxable-bond funds or municipal-bond funds—or an all-ETF portfolio. 

From there you'll choose your risk profile, ranging from conservative to aggressive. Once you choose, you'll see a preview of our recommended asset allocation. 

After that, you'll specify your initial investment. There is no minimum, but we suggest at least $5,000 to ensure proper diversification. 

Next, you'll compare and select from the short list of funds chosen by our experts.2 

The charts provide information on recent performance history, or you can dive deeper for a more thorough comparison. 

Once you select a fund, the Personalized Portfolio Builder automatically calculates the number of shares you need to purchase in order to match your target asset allocation. 

You'll choose across multiple asset classes to build your new diversified portfolio. You can customize your allocation percentages to fit your preferences or opt out of an asset class altogether. 

Once you've completed your selections, click the Trade button to purchase the funds. You'll now be able to track and monitor your positions from your account. 

To access the Personalized Portfolio Builder and get started on your own diversified portfolio, open an account in just minutes on schwab.com or call us with any questions at 866-855-7728.

1. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. 

2. For illustrative purposes only. All tickers are hypothetical and do not represent any actual investment. Please see important disclosures at the end of this presentation. 


(0318-8HRM)

Close

Get help building a diversified portfolio

Create a personalized ETF portfolio with the free Schwab Personalized Portfolio Builder tool.

  • Determine your fund preference, risk profile, and initial investment

  • Choose from ETFs or mutual funds

  • No minimum investment required

  • Great for investors who may not have the time or interest to focus on portfolio building

Create a personalized portfolio in 5 easy steps thumbnail image

Get help building a diversified portfolio

Close
Opens in popupRead transcriptfor Get help building a diversified portfolio

Building a diversified portfolio is a key principle for investing success.1 

But with thousands of funds to choose from across many asset classes, getting started can be challenging. 

Schwab's Personalized Portfolio Builder simplifies this process by helping you build a diversified portfolio of mutual funds or ETFs (exchange-traded funds) that meets your needs. 

Here's how it works. 

First, log in and choose the specific Schwab account you want to build your portfolio in. 

Then you'll select the type of investment you're looking for. You can build an all-mutual fund portfolio—either taxable-bond funds or municipal-bond funds—or an all-ETF portfolio. 

From there you'll choose your risk profile, ranging from conservative to aggressive. Once you choose, you'll see a preview of our recommended asset allocation. 

After that, you'll specify your initial investment. There is no minimum, but we suggest at least $5,000 to ensure proper diversification. 

Next, you'll compare and select from the short list of funds chosen by our experts.2 

The charts provide information on recent performance history, or you can dive deeper for a more thorough comparison. 

Once you select a fund, the Personalized Portfolio Builder automatically calculates the number of shares you need to purchase in order to match your target asset allocation. 

You'll choose across multiple asset classes to build your new diversified portfolio. You can customize your allocation percentages to fit your preferences or opt out of an asset class altogether. 

Once you've completed your selections, click the Trade button to purchase the funds. You'll now be able to track and monitor your positions from your account. 

To access the Personalized Portfolio Builder and get started on your own diversified portfolio, open an account in just minutes on schwab.com or call us with any questions at 866-855-7728.

1. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. 

2. For illustrative purposes only. All tickers are hypothetical and do not represent any actual investment. Please see important disclosures at the end of this presentation. 


(0318-8HRM)

Close

Get help building a diversified portfolio

Create a personalized ETF portfolio with the free Schwab Personalized Portfolio Builder tool.

  • Determine your fund preference, risk profile, and initial investment

  • Choose from ETFs or mutual funds

  • No minimum investment required

  • Great for investors who may not have the time or interest to focus on portfolio building

Create a personalized portfolio in 5 easy steps thumbnail image

Get help building a diversified portfolio

Close
Opens in popupRead transcriptfor Get help building a diversified portfolio

Building a diversified portfolio is a key principle for investing success.1 

But with thousands of funds to choose from across many asset classes, getting started can be challenging. 

Schwab's Personalized Portfolio Builder simplifies this process by helping you build a diversified portfolio of mutual funds or ETFs (exchange-traded funds) that meets your needs. 

Here's how it works. 

First, log in and choose the specific Schwab account you want to build your portfolio in. 

Then you'll select the type of investment you're looking for. You can build an all-mutual fund portfolio—either taxable-bond funds or municipal-bond funds—or an all-ETF portfolio. 

From there you'll choose your risk profile, ranging from conservative to aggressive. Once you choose, you'll see a preview of our recommended asset allocation. 

After that, you'll specify your initial investment. There is no minimum, but we suggest at least $5,000 to ensure proper diversification. 

Next, you'll compare and select from the short list of funds chosen by our experts.2 

The charts provide information on recent performance history, or you can dive deeper for a more thorough comparison. 

Once you select a fund, the Personalized Portfolio Builder automatically calculates the number of shares you need to purchase in order to match your target asset allocation. 

You'll choose across multiple asset classes to build your new diversified portfolio. You can customize your allocation percentages to fit your preferences or opt out of an asset class altogether. 

Once you've completed your selections, click the Trade button to purchase the funds. You'll now be able to track and monitor your positions from your account. 

To access the Personalized Portfolio Builder and get started on your own diversified portfolio, open an account in just minutes on schwab.com or call us with any questions at 866-855-7728.

1. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. 

2. For illustrative purposes only. All tickers are hypothetical and do not represent any actual investment. Please see important disclosures at the end of this presentation. 


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