Equity trade management and risk reduction strategies | Schwab Advisor Services

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This material is for institutional investor use only. This material may not be forwarded or made available, in whole or in part, to any party that is not an institutional investor. This presentation is for general educational purposes only. 

iRebal® is a technology offering of Schwab. Rebalancing does not protect against losses or guarantee that an investor's goals will be met. Market volatility, volume, and system availability may delay account access and trade executions. 

iRebal offers a flexible tax harvesting feature for taxable accounts that allows you to set various loss thresholds, total loss targets for portfolios, and choose a replacement security for each harvested security. Once the thresholds have been set, iRebal identifies eligible losses in selected accounts, and shows you the securities that fit the criteria that you have defined. Schwab does not represent that any particular tax consequences will be obtained. Tax-loss harvesting involves certain risks including unintended tax implications.