Interest rate discounts cannot be combined with any other offers or rate discounts. This offer is subject to change or withdraw at any time and without notice. Other conditions and restrictions may apply. Loans are subject to credit and collateral approval. Nothing herein is or should be interpreted as an obligation to lend. In order to participate, the borrower must agree that the lender, Rocket Mortgage, may share their information with Charles Schwab Bank and Charles Schwab Bank will share their information with the lender Rocket Mortgage. For additional details please visit and log into Additional Resources *Clients of Independent Investment Advisors: Qualifying assets are based on Schwab and Schwab Bank combined non-retirement account balances. (excludes business retirement accounts such as Simple IRA, SEP IRA, & Pension Trust). (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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