Schwab Intelligent Portfolios
Investing made easy. Our robo-advisor builds, monitors, and rebalances a diversified portfolio of exchange-traded funds.
Overview
Schwab Intelligent Portfolios is a robo-advisor service offered by Charles Schwab. It uses an algorithm to create and manage a diversified portfolio of low-cost exchange-traded funds (ETFs) based on an investor's goals and risk tolerance. The service includes automatic rebalancing and tax-loss harvesting for eligible accounts. There are no advisory fees charged for the basic service.
✨ Key Features
- Automated portfolio management
- Diversified portfolios of ETFs
- Automatic rebalancing
- Tax-loss harvesting (for accounts with $50,000 or more)
- Goal-based planning tools
- 24/7 customer support
🎯 Key Differentiators
- No advisory fee for the basic service
- Backed by the resources and reputation of Charles Schwab
- Integration with Schwab's broader banking and brokerage services
Unique Value: Offers professional, automated investment management with no advisory fees, backed by a major, trusted financial institution.
🎯 Use Cases (3)
✅ Best For
- Providing automated investment management for individual investors.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Investors who want to actively trade individual stocks
- Those who require highly complex and customized portfolio strategies
🏆 Alternatives
Provides a more cost-effective solution than many independent robo-advisors and offers seamless integration for existing Schwab customers.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Premium tier)
🔒 Compliance & Security
💰 Pricing
Free tier: No advisory fee. ETF operating expenses still apply.
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