Multi-account

Track all your Schwab accounts in one place.

Preview

All Accounts IRA Taxable Joint
IRA
$24,520
12 symbols
Taxable
$18,340
8 symbols
Joint
$12,100
5 symbols
Portfolio Total: $54,960

Filter any view by account. Portfolio-wide KPIs and per-account breakdowns.

Why it matters

  • IRA, taxable, joint—see portfolio-wide metrics and per-account breakdowns.
  • Filter by account on every view: positions, tax center, performance.
  • One dashboard. All your accounts.
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