Model Market Center™

This page will provide you with helpful information about using Model Market Center. Click on a link below to view a specific article.

Introduction to Model Market Center™
Model Market Center offers you access to a vast selection of models, through a seamless integration with iRebal®, the powerful rebalancing tool available at no additional cost for accounts held with Schwab. 

How to work with Model Market Center™
Model Market Center offers access to a wide variety of model portfolios so you can personalize your clients’ investments without the operational burden of building and maintaining your own models—while still maintaining full trading authority. 

Standard Schwab custody fees and fund management fees apply. For models that charge a Strategist Fee: The Strategist Fee, in basis points, is set by the Model Manager and can be seen directly on the model page in the Model Market Center.

Schwab and FinMason are separate, unaffiliated companies. Schwab is not responsible for each other's opinions, policies, and services. The FinMason Model Impact information, printouts, and any information from the Model Market Center is intended for investment professional use and viewing only and is not a substitute for appropriate model or other investment due diligence. It may not be distributed to members of the public, nor used in written form as sales literature for public use.

Material made available through the Model Market Center is provided by affiliated and unaffiliated Model Managers and information providers. Schwab has not paid for or been involved in the preparation of the content, and has not verified, endorsed or approved the content. Schwab assumes no responsibility for any fact, recommendation, opinion, or advice contained in any such model portfolio or materials and expressly disclaims any responsibility for any investment decisions or for the suitability of any security or transaction based on it. Any mention of specific managers and/or models should not be considered an endorsement or recommendation by Schwab. Users of Model Market Center are responsible for all upfront and ongoing manager and model due diligence.

Certain model attributes are sourced from Informa PSN. The PSN Data Set and any other Informa content is supplied by Zephyr, A Division of Informa Business Intelligence, Inc. The PSN Data Set may not be copied or distributed and is not warranted to be accurate, complete or timely. Schwab and Informa Business Intelligence, Inc. are separate unaffiliated companies and are not responsible for each other's services.
Schwab typically receives remuneration from ETFs and mutual funds and/or their managers that participate in the MMC for administrative and/or other services.

Model Market Center leverages iRebal® to provide independent RIAs access to model portfolios provided by affiliated and unaffiliated Model Managers.  

iRebal® is a technology offering of Schwab. Rebalancing does not protect against losses or guarantee that an investor's goals will be met. Market volatility, volume and system availability may delay account access and trade executions.

Schwab does not provide investment planning, legal, regulatory, tax or compliance advice. Consult professionals in these fields to address your specific circumstances.

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