iRebal® interest survey
Thank you for your interest in iRebal, our premier rebalancing platform for accounts managed through Schwab Advisor Center®. Please complete the information below so we can learn more about your firm's needs.
We are taking a measured approach to ensure a seamless onboarding experience. As a result, we are unable to provide a specific date when your firm will have access. The feedback you provided will help us determine the optimal timing for onboarding each firm that has expressed interest.
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.
Material made available through the Model Market Center is provided by affiliated and unaffiliated third-party Model Managers and information providers. Schwab has not paid for or been involved in the preparation of the content, and has not verified, endorsed or approved the content. Schwab assumes no responsibility for any fact, recommendation, opinion, or advice contained in any such model portfolio or materials and expressly disclaims any responsibility for any investment decisions or for the suitability of any security or transaction based on it. Any mention of specific managers and/or models should not be considered an endorsement or recommendation by Schwab. Users of Model Market Center are responsible for all upfront and ongoing manager and model due diligence.
Schwab typically receives remuneration from ETFs and mutual funds and/or their managers that participate in the MMC for administrative and/or other services.
Model Market Center leverages iRebal® technology to provide independent RIAs access to model portfolios provided by affiliated and unaffiliated third-party Model Managers.