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Welcome to automated investing

Welcome to automated investing, where our robo-advisor can help build and manage your portfolio so you don't have to. Get the guidance you want, when you need it, by choosing the level of professional support that helps you feel most comfortable and in control of your investments.

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Intelligent Portfolio Management

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  • Schwab Intelligent Portfolios® 
  • Schwab Intelligent Portfolios Premium 
  • A diversified portfolio Tooltip of exchange-traded funds Tooltip (ETFs) chosen by Schwab experts and tailored to your goals
  • Schwab Intelligent Portfolios® 

  • Schwab Intelligent Portfolios Premium 

  • Daily monitoring and automatic rebalancing Tooltip
  • Schwab Intelligent Portfolios® 

  • Schwab Intelligent Portfolios Premium 

  • Tax-loss harvesting Tooltip
  • Schwab Intelligent Portfolios® 

  • Schwab Intelligent Portfolios Premium 

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Professional Guidance & Customer Support

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  • Schwab Intelligent Portfolios® 
  • Schwab Intelligent Portfolios Premium 
  • 24/7 live support from U.S.-based service professionals Tooltip
  • Schwab Intelligent Portfolios® 

  • Schwab Intelligent Portfolios Premium 

  • Unlimited 1:1 guidance from a CERTIFIED FINANCIAL PLANNER™ professional? Tooltip
  • Schwab Intelligent Portfolios® 

  • Schwab Intelligent Portfolios Premium 

  • Personalized Action Plan and portfolio review with a CFP® professional 
  • Schwab Intelligent Portfolios® 

  • Schwab Intelligent Portfolios Premium 

  • Digital financial plan for reaching your goals
  • Schwab Intelligent Portfolios® 

  • Schwab Intelligent Portfolios Premium 

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Financial Planning Features

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  • Schwab Intelligent Portfolios®
  • Schwab Intelligent Portfolios Premium™ 
  • Powerful, interactive planning tools 
  • Schwab Intelligent Portfolios®

  • Schwab Intelligent Portfolios Premium™ 

  • Ability to link and view existing accounts Tooltip at over 11,000 institutions 
  • Schwab Intelligent Portfolios®

  • Schwab Intelligent Portfolios Premium™ 

  • Tools to stress test your plan and see your probability of reaching your goals 
  • Schwab Intelligent Portfolios®

  • Schwab Intelligent Portfolios Premium™ 

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Fees & Minimums

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  • Schwab Intelligent Portfolios®
  • Schwab Intelligent Portfolios Premium 
  • No commissions charged 
  • Schwab Intelligent Portfolios®

  • Schwab Intelligent Portfolios Premium 

  • Fees 
  • Schwab Intelligent Portfolios®

    No advisory fee charged 
  • Schwab Intelligent Portfolios Premium 

    One-time $300 initial planning fee and $30/month for unlimited guidance 
  • Minimum investment to start 
  • Schwab Intelligent Portfolios®

    $5,000 
  • Schwab Intelligent Portfolios Premium 

    $25,000 

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.