Frequently Asked Questions
FAQ sections
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Getting Started
Whether it's how to open an IRA rollover, add beneficiaries or something else – learn more here.
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Portfolio Construction & ETFs
Schwab uses its state-of-the-art asset allocation model to customize a portfolio for your specific goal. How does it work?
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Portfolio Management
Every portfolio is monitored daily and rebalanced as needed to stay on track with your goal. Find out how.
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When you contact us, we're there 24/7.
Any time you have questions, you can get in touch with a Schwab professional.