For extra details please visit and log into www.schwaballiance.com

For extra details please visit and log into www.schwaballiance.com

Qualifying assets are derived from Schwab brokerage and Schwab Bank combined account balances, including:

A brokerage that is where the borrower(s) is definitely an owner, trustee or custodian; b) Traditional, Roth, and Rollover Individual pension reports (IRA)* – individually owned or inherited. (academic & Custodial IRAs aren’t eligible); c) Bank records when the borrower(s) is an owner or trustee: checking & savings; d) Non-Retirement company Corporation, LLC, Partnership and Sole Proprietorship reports might be qualified with respect to the borrower’s part. (Excluding Business Retirement reports such as for example Simple IRA, SEP IRA & Pension Trust). Read more