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How to invest and rebalance

A popular feature of a Schwab Charitable account is your ability to recommend how the assets are invested.

Once your account is opened and funded with a minimum initial contribution of $5,000, you can select from an array of investment pools based on your specific goals.

Or, with a balance of $250,000 or more, you can have your financial advisor manage the account.

If you’re managing your own account, rebalancing the investment pools is simple and straightforward.

Just go to Rebalance Investments.

Make your new allocations, review and hit Submit.

You’ll receive an email confirmation that your rebalance request has been received.

And if you have any questions, just ask. We’re here to help.