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Intelligent Portfolios

Schwab Intelligent Portfolios.®
Smart and simple automated investing.

See how it works Open an Account

Offered through Charles Schwab & Co., Inc.

Our robo-advisor service provides you with a diversified portfolio of ETFs built, monitored, and automatically rebalanced—starting with as little as $5,000.

Schwab Intelligent Portfolios- Tablet and Phone

Schwab Intelligent Portfolios is a fully automated investment advisory service that can make you rethink how you invest.

  • Helps you set, track, and work toward your goals.
  • Automatically projects a sustainable retirement income stream based on your stated goals.
  • Automatically monitors and rebalances your portfolio.
  • Lets you take advantage of tax-loss harvesting.
  • Allows you to view and manage your account from any device.
  • Pay no advisory fee and no commissions.
  • Invest in a portfolio of low-cost exchange-traded funds (ETFs).
  • 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.

You'll have access to Schwab professionals 24/7. And our straightforward online enrollment means you can get started in minutes.

See how it works at >
Call 855-694-5208