Use this form To change your investment strategy for your existing andor your future savings 2025

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You can either rebalance your portfolio back to the 70/30 mix or set a new target if your goals or circumstances have changed and caused you to become more or less tolerant of risk.
Ways to Rebalance Your Portfolio Select a percent range for rebalancing, such as when each asset class deviates 5% from its preferred weight. Set a time to rebalance. Add new money to the underweighted asset class to return the portfolio to its original allocation.
You can also change how the current investments in your account are allocated. However, per IRS rules, you may only change your current investments two times per year-or if you change beneficiaries-without incurring taxes.
From the home page, the cursor rolls over Accounts, then clicks Positions. In the Reinvest column, you can click Yes or No to change the reinvest status of individual positions. Make your choice, then click Update. The cursor clicks Yes. A pop up window appears and the cursor confirms the update.
You can change your existing investment selection or change your future allocations by completing this form, by telephone at 1-888-903-3863, or online at schwab.com. You may change your investment selection twice per calendar year.
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