How to invest and rebalance Read Transcript Open new window Transcript of the video: How to invest and rebalance (advisor) Investing in and rebalancing a Schwab Charitable™ account is simple. With client permission, you can actively manage accounts with balances over $250,000. Clients with core accounts can also grant you privileges to recommend and rebalance Schwab Charitable investment pools. Here’s how: After logging in to Schwab Advisor Center®, go to More…and select Schwab Charitable Center. If the account you want isn’t already open, you’ll need to use the Find Account dropdown menu. Now select Rebalance Investments. There are no fees for reallocations. Just make sure the total of all investment choices equals 100%. Research reports on the investment pools are available for more detail. Any time you have questions, feel free to contact us or your regional relationship manager.