Frequently Asked Questions

Account Operations

Is Rebalance affiliated with Charles Schwab or Fidelity?

How will I get statements and reports?

Methodology & Expertise

How have Rebalance portfolios performed?

Are you a financial planner?

Why do I need an IRA expert?

Can you customize a portfolio for me?

What is an ETF and why do you use them?

Why is your methodology different than any other broker?

Rebalance Service

Trusting Rebalance

How do I cancel your service?

What will my total investment fees be?

How can you only charge a 0.7% management fee?

How are you related to MarketRiders?

Why should I trust Rebalance over a well-known broker?

Where is my money held?

How safe is the data you have about me?

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