![]() ![]() (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.We encourage you to review the third party's privacy policy and security level, which may differ from ours. We do not provide, nor are we liable for, any of the products, services, or content on the third-party website. By clicking the above links, you will leave RoundPoint Mortgage Servicing LLC’s website and go to a website operated by a third party. We may be compensated in connection with these programs. Home service products may not be available in all states. affiliates underwrite any home service product. d/b/a Updater Home Services and Assero Services. Home service products are offered through RoundPoint Mortgage Solutions, LLC and powered by Bridgevine, lnc. You understand and acknowledge that (a) the purchase of home services or other similar products from a particular source is not a condition to the provision of, and will not affect the terms of any loan or extension of credit by RoundPoint Mortgage Servicing LLC or its affiliates, (b) home services and other similar products are available through providers not associated with us or any of our affiliates, (c) the choice of another home service provider will not affect a decision relating to, or the terms of, any loan or extension of credit by us or our affiliates and (d) you accept and assume full responsibility for the evaluation, selection and suitability of home services or other similar products. Insurance products may not be available in all states. affiliates underwrite any policy of insurance. Insurance products are offered through RoundPoint Mortgage Solutions, LLC, an affiliate of RoundPoint Mortgage Servicing LLC (collectively, “we,” “us,” or “our”) (and powered by Matic Insurance Services, Covr Financial Technologies, and C&F Insurance Agency). The Personal Household Economy® You understand and acknowledge that (a) the purchase of insurance or other similar products from a particular source is not a condition to the provision of, and will not affect the terms of any loan or extension of credit by RoundPoint Mortgage Servicing LLC or its affiliates, (b) insurance and other similar products are available through insurance agents not associated with RoundPoint Mortgage Servicing LLC or any of its affiliates, (c) the choice of another insurance provider will not affect a decision relating to, or the terms of, any loan or extension of credit by or its affiliates and (d) you accept and assume full responsibility for the evaluation, selection and suitability of insurance or other similar products. ![]()
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