Solution introduction
Smart and simple automated investing
Our robo-advisor service provides you with a diversified portfolio of ETFs built, monitored, and automatically rebalanced—starting with as little as US$5,000.
Schwab Intelligent Portfolios is a fully automated investment advisory service that can make you rethink how you invest.
- Helps you set, track, and work toward your goals.
- Automatically projects a sustainable retirement income stream based on your stated goals.
- Automatically monitors and rebalances your portfolio.
- Lets you take advantage of tax-loss harvesting.
- Allows you to view and manage your account from any device.
- Pay no advisory fee and no commissions.
- Invest in a portfolio of low-cost exchange-traded funds (ETFs).
- Just as if you'd invested on your own, you will pay the operating expenses on the ETFs in your portfolio—which includes Schwab ETFs.
- We believe cash is a key component of an investment portfolio. Based on your risk profile, a portion of your portfolio is placed in an FDIC-insured deposit at Schwab Bank. Some cash alternatives outside of the program pay a higher yield.
You'll have access to Schwab professionals 24/7. And our straightforward online enrollment means you can get started in minutes.
