Progress

Becoming and staying financially fit are lifelong commitments, and it’s natural to want to see progress. We give investors and advisors the help they need to monitor and gauge performance – and to keep moving toward their goals.

For individual investors, a snapshot of progress is always on hand with the Schwab Portfolio Checkup®, an online tool that compares their current portfolio to established goals for diversification and asset allocation. When a portfolio is out of balance, the checkup tool offers investment alternatives. The Schwab Quarterly Portfolio Profile™ provides more in-depth market performance statistics and ratings information on all securities held in a Schwab account.

For independent advisors, achieving progress requires different tools and support. That’s why we introduced a suite of marketing, strategy, and planning services that help advisors grow, compete, and succeed.