Another Reader
Thinks s/he gets paid by the post
- Joined
- Jan 6, 2013
- Messages
- 3,413
It's a separate log-in from the main Schwab site. The "questions" the site asks to identify the goal and the portfolio are lacking. There is no general wealth building goal. However, the really annoying thing is you do not get a list of the ETF's before you invest. I'm sorry, but I want to see the proposed portfolio before I open an account and write a check.
I contacted Schwab and was told the portfolios are "proprietary." Huh? The chat rep said there was a list of ETF's used in the appendix to their white paper on tax loss harvesting. That list appears to be what they used for back testing returns.
So, I'm going to sit back and wait to hear what you all find out. If anyone opens an account and writes a check, please let us know why you did so. Without revealing the "proprietary" information, of course.
I contacted Schwab and was told the portfolios are "proprietary." Huh? The chat rep said there was a list of ETF's used in the appendix to their white paper on tax loss harvesting. That list appears to be what they used for back testing returns.
So, I'm going to sit back and wait to hear what you all find out. If anyone opens an account and writes a check, please let us know why you did so. Without revealing the "proprietary" information, of course.