Download the Schwab app from iTunes®Get the AppClose

  • Find a branch
To expand the menu panel use the down arrow key. Use Tab to navigate through submenu items.

  • Share this page

Intelligent Portfolios

Schwab Intelligent Portfolios.®
Smart and simple automated investing.

$0 advisory fees, account service fees or commissions charged.

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.
  • Charges no advisory fees, account service fees, or commissions.

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

See how it works at >
Call 866-855-9098

Schwab investment professionals are employees of Charles Schwab & Co., Inc.