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Discover which robo-advice solution is right for you.

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.

Schwab Intelligent Portfolios® Schwab Intelligent Portfolios Premium

Intelligent Portfolio Management

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Intelligent Portfolio Management

Schwab Intelligent Portfolios® Schwab Intelligent Portfolios Premium
A diversified portfolio? of exchange-traded funds? (ETFs) chosen by Schwab experts and tailored to your goals Checked Checked
Daily monitoring and automatic rebalancing? Checked Checked
Tax-loss harvesting? Checked Checked

Professional Guidance & Customer Support

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Professional Guidance & Customer Support

Schwab Intelligent Portfolios® Schwab Intelligent Portfolios Premium
24/7 live support from U.S.-based service professionals? Checked Checked
Unlimited 1:1 guidance from a CERTIFIED FINANCIAL PLANNER™ professional? Unchecked Checked
Personalized Action Plan and portfolio review with a CFP® professional Unchecked Checked
Digital financial plan for reaching
your goals
Unchecked Checked

Financial Planning Features

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Financial Planning Features

Schwab Intelligent Portfolios® Schwab Intelligent Portfolios Premium
Powerful, interactive planning tools Unchecked Checked
Ability to link and view existing accounts? at over 11,000 institutions Unchecked Checked
Tools to stress test your plan and see your probability of reaching your goals Unchecked Checked

Fees & Minimums

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Fees & Minimums

Schwab Intelligent Portfolios® Schwab Intelligent Portfolios Premium
No commissions charged Checked Checked
Fees No advisory fee charged One-time $300 initial planning fee and $30/month for unlimited guidance
Minimum investment to start $5,000 $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.

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Schwab Intelligent Portfolios® Schwab Intelligent Portfolios Premium
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