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. Where specific advice is necessary or appropriate, Schwab Bank recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager. This information does not constitute and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. This includes an in-depth personal financial plan analysis to include a detailed review of your IRA by a Certified Financial Planner. Clients that utilize an eligible IRA account balance to qualify for certain discounts may qualify for one special IRA benefit package per loan. Schwab Bank representative for assistance. If you have questions regarding your specific assets, account eligibility and IAP eligible loans, please call your For additional details please visit and log into Schwab Bank makes its best effort to identify all qualifying assets based on your Social Security Number. Qualifying assets are based on Schwab and Schwab Bank combined non-retirement account balances. *Clients of Independent Investment Advisors: IRA account balance eligibility is not available for clients of independent investment advisors. (Excluding 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 role. Qualifying assets 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.

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