How Often Should I Check my Portfolio?



How Often Should I Check my Portfolio?

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You can review your investments by going to our home page and clicking login at the top right. My Advisor Center will show you your accounts at Schwab. eMoney will show you all of your accounts, including bank accounts, mortgages and credit cards, if you’ve added them there.

Unlike our recommendations on the frequency of reviewing your bank accounts, looking at your investment accounts on a monthly or quarterly basis should be sufficient. However, these are still considered short periods of time and since you are investing for the long term, please be aware that the short-term account value movements can cause investors to make poor decisions.

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