iRebal

Simplify your portfolio rebalancing with Schwab Advisor Services

How would you like to review all your client portfolios in one day? That means less time worrying over manual portfolio management with spreadsheets and more time serving clients and growing your business. 

Once you give iRebal® your criteria, you’ll be able to do the kinds of transactions that best suit your clients’ needs—and your investment style—with minimal manual intervention. 

Good news - With the integration of Schwab Advisor Services and TD Ameritrade Institutional complete, iRebal is now built right into Schwab's custody and trading platform, Schwab Advisor Center®.

Want to learn more about iRebal? Visit Schwab Advisor Services or download the iRebal fact sheet.

Check the background of TD Ameritrade on FINRA's BrokerCheck

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    Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab. Charles Schwab & Co., Inc. ("Schwab") Member SIPC, is a separate but affiliated company and subsidiary of The Charles Schwab Corporation.

    TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2023 Charles Schwab & Co., Inc. All rights reserved.