(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 role. Qualifying assets 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 (IAP) Pricing offers exclusive mortgage rate discounts for Schwab clients on eligible home loans. What is the Investor Advantage Pricing program? Get answers to common questions from homebuyers like you. Understanding these principles can help you reach your financial goals.Schwab Live Webcasts and Special Events.$0 online listed equity trade commissions + Satisfaction Guarantee. ADRs, Foreign Ordinaries & Canadian Stocks.Benefits and Considerations of Mutual Funds.