iRebal

Take the legwork out of your rebalancing

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. 

Best of all, you can access iRebal directly within Veo One, so it’s a breeze to implement.

Want to learn more about iRebal? Download the iRebal fact sheet.

Tax-efficient rebalancing
Tax-efficient rebalancing

Tax loss harvesting*
Tax loss harvesting*

Dynamic cash management
Dynamic cash management

User-friendly design
User-friendly design

iRebal® #1 in Market Share and User Rating

iRebal® #1

in Market Share
and User Rating**

Simplify your firm’s rebalancing

Want consistent and efficient investment operations? Lower operational costs for trade order management? More time to focus on growing your business? iRebal can help with all of that—and then some:
• Streamline investment operations such as managing your clients' liquidity needs and asset allocation
• Take advantage of market opportunities employing tactical trading workflows to quickly adjust individual positions, swap securities, or harvest tax losses across all clients*
• Access Model Market Center to review third-party models and potentially incorporate them into your existing rebalancing processes and further streamline operations

Serve your clients better

With iRebal, you can respond dynamically to markets in real-time. Plus, you’ll get:
• Tax-considerate, household-level portfolio rebalancing across multiple taxable and qualified accounts with consideration for externally held assets
• Rebalancing across any number of accounts in a household for potential tax advantages and possible savings on transaction costs
• The ability to proactively surface rebalancing and/or tax loss harvesting opportunities
• Extensive cash management functionality to look for excess cash or cash shortfall situations, while satisfying user set conditions in as few trades as possible
• Supports a broad range of security types, including mutual funds, individual stocks, options, individual bonds, exchange-traded funds, and separately managed accounts
• Access to a robust selection of models from third-party asset management firms in Model Market Center

Current TD Ameritrade Institutional clients can log in to Veo One to learn more about iRebal.

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  • This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.

    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.