What's New in Schwab Tech
Below you can explore the latest tools, technology, and resources available on Schwab Advisor Center®. Click through the articles to see the most recent enhancements or dive deeper by clicking a topic on the navigation bar.
Automated tax-loss harvesting and full rebalance now available in iRebal®
Designed to help optimize tax outcomes and portfolio alignment at your chosen intervals.
Simplify portfolio management with Schwab Advisor Portfolio Connect®
Manage performance reporting and billing for your Schwab-custodied accounts in one streamlined platform. Customize integrated dashboards, standardized client reports, and billing tools to align with your practice—all at no additional cost.
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Rebalancing does not protect against losses or guarantee that an investor's goals will be met.
A wash sale is the sale at a loss and purchase of the same or substantially similar security within 30 days of each other. If a wash sale transaction occurs, the IRS may disallow or defer the loss for current tax reporting purposes. More specifically, the wash sale period for any sale at a loss consists of 61 calendar days: the day of the sale, the 30 days before the sale, and the 30 days after the sale. The wash sale rule postpones losses on a sale if replacement shares are bought around the same time.
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