Statement Reporting Section

Options 

This page will provide you with helpful resources for statement options. Click a link below to view a specific article.

Introduction to statement options
To meet the needs of individual clients, Schwab offers two statement formats: compact and customizable.

Introduction to the redesigned statement experience
To meet the needs of individual clients, Schwab has updated the design of our statements. We now offer four statement formats: Basic*, Intermediate, Advanced, and Complex.