Schwab Intelligent Portfolios FAQs

March 5, 2025

Get answers to the most commonly asked questions about Schwab Intelligent Portfolios®.

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Whether you’re a new client who’s just getting started or you have questions about pricing, portfolio construction, or something in between, we have answers to some of the most frequently asked questions regarding our automated investing solutions.

We’re invested in your satisfaction.

Get answers to your questions.

Bookmark schwab.com/automated-investing/faqs for direct access to our Intelligent Portfolio FAQs.

Please read the Schwab Intelligent Portfolios Solutions disclosure brochures for important information, pricing, and disclosures relating to Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium programs.

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