Manage your Schwab account with CleverAlpha
Which Schwab account should we manage?
Pick the account(s) you'd like CleverAlpha to manage on your behalf. Your assets stay at Charles Schwab — you'll grant CleverAlpha a Limited Power of Attorney to trade and rebalance on your behalf. You can select more than one.
What "Limited Power of Attorney" means here: a signed
authorization letting CleverAlpha place trades and rebalance in your
Schwab account. You keep full ownership; withdrawals still require your
approval. You can revoke the authorization at any time by contacting
Schwab directly.