Rebalance Blog

Is Rebalance affiliated with Charles Schwab or Fidelity?

No. Rebalance is not affiliated with these companies, nor are we compensated by them in any way! No fees, commissions, or incentives. These firms do offer us indirect support in running our business more efficiently with software, seminars, and occasional… Continue reading


How will I get statements and reports?

Schwab and Fidelity will send you monthly statements through email or via U.S. mail. In addition, you can access your account with them online 24 hours per day, 7 days per week, providing account balances, trades, cash flows, and past… Continue reading