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Rating
8.5
Commission & Fees
10
Customer Service
10
Ease of Use
9
Tools & Resources
9
Investment Options
5
Asset Allocation
8
Suitable for:
  • Intermediate investors
  • Individual Retirement Account
  • Professional investor
  • High Net Worth Individual (HNWI)
Short description:

Schwab Intelligent Portfolios is a complete solution for automated investment. Robo consultant Charles Schwab offers advanced portfolio and asset management. The system of intellectual distribution of investments allows you to manage your own money at the level of a professional investor.

COMPARE ALL INVESTMENT ADVISORS
Advisor screener

All characteristics

GENERAL CHARACTERISTICS
MINIMUM ACCOUNT $5000
Management fee 0%/year
ADDITIONAL INFORMATION ABOUT MANAGEMENT FEE
ASSETS UNDER MANAGEMENT > $30 Bln
NUMBER OF USERS > 250000
AVERAGE ACCOUNT SIZE $122400
YEAR FOUNDED 1971
PROMOTIONS
SERVICES
HUMAN ADVISORS
ADDITIONAL INFORMATION ABOUT HUMAN ADVISORS
PORTFOLIO REBALANCING
AUTOMATIC DEPOSITS
Access platforms Website, iOS App, Android App
TWO-FACTOR AUTHENTICATION
CUSTOMER SERVICE Phone: 24/7; Live Chat: 24/7; Email
CLEARING AGENCY Self-Clearing
ADDITIONAL INFORMATION
NO INFORMATION
ACCOUNT AVAILABLE
Taxable Traditional IRA SEP IRA
Solo 401(k) Partnerships Coverdell
Savings Joint Rollover IRA
SIMPLE IRA Trusts Non-Profit
Annuities Money Market Roth IRA
Custodial 401(k) Limited Parternships
529 Checking CDs
FEATURES
FRACTIONAL SHARES
401(K) GUIDANCE
TAX LOSS HARVESTING
ADDITIONAL INFORMATION ABOUT TAX LOSS HARVESTING Available for accounts larger than $50,000
RETIREMENT PLANNING TOOLS
SELF CLEARING
SMART BETA
SOCIALLY RESPONSIBLE INVESTING
INVESTS IN COMMODITIES
INVESTS IN REAL ESTATE
SUMMARY
NO SUMMARY

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