Introducing Schwab Intelligent Portfolios™.
Investing has changed forever.
Offered through Schwab Wealth Investment Advisory, Inc.Expand
Meet the sophisticated technology that builds, monitors, and rebalances your portfolio automatically—and can work to reduce your taxes.
Pay no advisory fees, no commissions, and no account service fees. Period.
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 Exchange-Traded Funds™ 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.
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.
Accounts must maintain a minimum balance of $5,000 to be eligible for the automatic rebalancing.
Schwab Personal Referral Program
Unlock a special referral offer for friends and family.