(Educational & Custodial IRAs are not eligible) Ĭ) Bank accounts in which the borrower(s) is an owner or trustee: checking & savings ĭ) Non-Retirement Business Corporation, LLC, Partnership, and Sole Proprietorship accounts may be eligible depending on the borrower's ownership and role. Qualifying assets 1 are based on Schwab brokerage and Schwab Bank combined account balances, including:Ī) Brokerage accounts in which the borrower(s) is an owner, trustee, or custodian ī) Traditional, Roth, and Rollover Individual Retirement Accounts (IRA)* - individually owned or inherited. This offer is not valid on Home Equity Lines of Credit. Select purchase and refinance loans are eligible for an interest rate discount of 0.25% - 1.00% based on qualifying assets of $250,000 or greater.ĭiscount for ARMs applies to initial fixed-rate period only. This interest rate discount cannot be combined with any other offers or rate discounts. With Investor Advantage Pricing, you could save on your monthly mortgage payments, which gives you more freedom to invest. As a Schwab investor, you have unique financial goals. Schwab Bank's Investor Advantage Pricing (IAP) offers exclusive mortgage rate discounts for Schwab clients on eligible home loans.

What is the Investor Advantage Pricing program? Environmental, Social and Governance (ESG) Investingĭiscover how the partnership between Schwab Bank and Rocket Mortgage provides you with award-winning service and industry-leading technology.Bond Funds, Bond ETFs, and Preferred Securities.ADRs, Foreign Ordinaries & Canadian Stocks.Environmental, Social and Governance (ESG) ETFs.Environmental, Social and Governance (ESG) Mutual Funds.Benefits and Considerations of Mutual Funds.

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