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 intelligent.schwab.com >
Schwab investment professionals are employees of Charles Schwab & Co., Inc.
There is no guarantee the intended goal, or the duration of future withdrawals associated with those goals, will be reached.
Tax-loss harvesting is available for clients with invested assets of $50,000 or more in their Schwab Intelligent Portfolios account. Clients must enroll to receive this service.
Schwab Intelligent Portfolios charges no advisory fee. Schwab affiliates do earn revenue from the underlying assets in Schwab Intelligent Portfolios accounts. This revenue comes from managing Schwab ETFs™ and providing services relating to certain third party ETFs that can be selected for the portfolio, and from the cash feature on the accounts. Revenue may also be received from the market centers where ETF trade orders are routed for execution.
Examples are hypothetical and for illustrative purposes only. Not intended to represent a specific investment product.
Schwab investment professionals are employees of Charles Schwab & Co., Inc. This includes the investment professionals available at the phone number and chat link above.
Please read the Schwab Intelligent Portfolios disclosures' brochures for important information, pricing, and disclosures relating to Schwab Intelligent Portfolios.
Schwab Intelligent Portfolios™ is made available through Schwab Wealth Investment Advisory, Inc. ("SWIA"), a registered investment adviser. Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. ("CSIA"). Free credit balances are swept into deposit accounts at Charles Schwab Bank ("Schwab Bank"). Brokerage products and accounts are offered by Charles Schwab & Co., Inc. ("Schwab"), Member SIPC. SWIA, CSIA, Schwab Bank, and Schwab are affiliates and are subsidiaries of The Charles Schwab Corporation.