Charles Schwab Products
📌 Note: The mappings shown are provided only as an example of how users may configure their Swivel Summary using the default Product Line summary totals that come pre-configured with Swivel. Users should consult and defer to their own compliance team for review and approval before implementing.
Roth Contributory IRA
Product Line Totals Mapping
Value | Map Values to Totals |
Total Contributions |
|
Total Withdrawals |
|
Total Net Premium | Mapping not available |
Total Cash & Cash Investments | Cash & Cash Investments |
Total Market Value | Market Value |
Total Account Value | Account Value |
Total Margin |
|
Total Income Rider Only | N/A |
Total Death Benefit | Accumulation value |