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Intelligent Portfolios

Schwab Intelligent Portfolios.
Investing has changed forever.

See how it works

Offered through Schwab Wealth Investment Advisory, Inc.

Schwab Intelligent Portfolios window

No advisory fees, no commissions, and no account service fees. Period.

Schwab Intelligent Portfolios- Tablet and Phone

Schwab Intelligent Portfolios is a fully automated investment advisory service that can make you rethink how you invest. This technology:

  • 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.
  • Charges no advisory fees, account service fees, or commissions.

You'll have access to Schwab investment professionals 24/7. And our straightforward online enrollment means you can get started in minutes.

See how it works at >
Call 866-855-9098

Schwab investment professionals are employees of Charles Schwab & Co., Inc.