iRebal®

Adaptable portfolio rebalancing—built right into Schwab Advisor Center®

Take the legwork out of rebalancing

The iRebal platform is a customizable, rule-based program that helps streamline the complex and time-consuming process of rebalancing. It's available to all accounts custodied with Schwab at no additional cost. And since iRebal is seamlessly integrated into Schwab Advisor Center, implementation is a breeze.

Smart, flexible features to help you better serve clients

  • Integrated experience with real-time positions, pricing, and trading
  • Tax-aware, household-level rebalancing
  • Dynamic tax-loss harvesting1
  • Extensive cash management
  • Highly customizable settings to rebalance accounts according to specific needs
  • Streamlined order approval and execution, including setting parameters for block trades and allocation of trades
  • Cash and Allocation Reports for quick review of accounts

Explore the full power of iRebal

With our in-depth factsheet, see how iRebal can help you shorten your manual rebalancing processes down to minutes, improving consistency and efficiency across your firm.

Are you a current iRebal user?

Log in to Schwab Advisor Center to launch the platform from the Trading tab.

Interested in iRebal access?

Take a short survey to request access for your firm and we'll let you know when it becomes available.

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1. 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.

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.

Information provided does not constitute legal, tax, accounting, regulatory or investment advice. Schwab recommends that advisors seek the advice of qualified professionals in these fields regarding their personal circumstances and those of their clients.