Schwab Intelligent Portfolios will go toe-to-toe with anyone.

Schwab Intelligent Portfolios is automated investing where our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. Plus, you can get started with as little as $5,000 to invest.

Schwab Intelligent Portfolio table

Schwab Intelligent Portfolios® J.P. Morgan Automated Investing
(Closing Q2 2024)1 		Betterment Digital Wealthfront
 Fidelity Go® E*TRADE Core Portfolios
Advisory fees  No advisory fee charged 0.35%* 0.25% 0.25% No advisory fee <$25,000

0.35% per year $25,000+ 		0.30%
Tax-loss harvesting Tooltip Yes No Yes Yes No No
24/7 phone and live chat support from U.S.-based service professionals Yes No No No No No
Option to access a CFP® Professional Tooltip for an additional cost  Yes
(Schwab Intelligent Portfolios Premium®) 		No Yes
(Betterment Premium) 		No
 No No

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. See more information.

Competitors' information obtained from their respective websites as of 4/5/23. Pricing and offers are subject to change without notice.

1J.P. Morgan information obtained from the Chase website as of 12/10/23. A 12/12/23 Barron's article stated that J.P. Morgan plans to discontinue its purely digital robo-advisor in the second quarter of 2024 and that it is no longer taking on new customers.

*ETF expenses paid to J.P. Morgan will be rebated or offset against the advisory fee.

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