Screenshots

Description

SUMMARY
Schwab Intelligent Portfolios™ is an automated investment advisory service. This sophisticated technology automatically builds, monitors and rebalances your portfolio– so you don’t have to. There are no advisory fees, commissions or account service fees charged.

FEATURES
• Recommends a diversified portfolio of Exchange Traded Funds (ETFs). Once you fund your account, it works for you daily– doing everything from investing to rebalancing your portfolio.
• Set a savings or income goal and we'll automatically track and notify you of your progress.
• Investors get a diversified portfolio built from ETFs handpicked by the Charles Schwab Investment Advisory team using rigorous criteria including: low operating expenses, a strong record of closely tracking their indexes, and having at least $20 million in assets under management. Portfolios can be comprised of nearly 20 asset classes across stocks, municipal and corporate bonds, real estate, and commodities, as well as an FDIC-insured cash account – so they’re truly diversified.
• Unlike other automated investment advisory services, Schwab Intelligent Portfolios doesn’t charge advisory fees, commissions or account service fees.
• Minimum investment of just $5,000.
• You can talk to a Schwab investment professional, they’re available 24/7/365.

Sample screen shots are for illustrative purposes and do not necessarily portray actual or future investing results

ABOUT CHARLES SCHWAB
At Charles Schwab we believe in the power of investing to help individuals shape their financial future. Schwab Intelligent Portfolios is the only service of its kind from a company with 40 years of experience and innovation.

There is no guarantee that the intended goal will be reached and changes to inputs and other assumptions may affect your potential to reach the intended goal.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

Schwab Intelligent Portfolios charges no advisory fee. Schwab affiliates do earn revenue from the underlying assets in Schwab Intelligent Portfolios accounts. This revenue comes from managing Schwab ETFs and providing services relating to certain third party ETFs that can be selected for the portfolio, and from the cash feature on the accounts. Revenue may also be received from the market centers where ETF trade orders are routed for execution.

The cash allocation in Schwab Intelligent Portfolios will be accomplished through enrollment in the Schwab Intelligent Portfolios Sweep Program (Sweep Program), a program sponsored by Schwab. By enrolling in Schwab Intelligent Portfolios, clients consent to having the free credit balances in their Schwab Intelligent Portfolios brokerage accounts swept to deposit accounts at Charles Schwab Bank through the Sweep Program. Schwab Bank is an FDIC-insured depository institution affiliated with SWIA, Schwab and CSIA.

Please read the Schwab Intelligent Portfolios’™ disclosure brochures (intelligent.schwab.com/disclosurebrochure) for important information, pricing, and disclosures relating to Schwab Intelligent Portfolios.

Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value

Schwab Intelligent Portfolios is made available through Schwab Wealth Investment Advisory, Inc. ("SWIA"), a registered investment advisor. Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. ("CSIA"). SWIA and CSIA are affiliates of Charles Schwab & Co., Inc. (“Schwab”) and subsidiaries of The Charles Schwab Corporation.

Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products, including the Schwab One brokerage account, are offered by Charles Schwab & Co., Inc., Member SIPC (http://www.sipc.org). Deposit and lending products are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender. (1214-8398)

What's New

Version 2.5.0

- Login with Face ID®
We are working on improving the app and we welcome your input. Share your experience and ideas for future enhancements by going to “More” and selecting “Feedback”.

Customer Reviews

4.4 out of 5

106 Ratings

106 Ratings

Simple and straightforward

tbuodon

This app is a watered down version of what you can access on the website which is ok for quick access at a glance. The reason I dislike it is that all of this should be included in the Schwab Mobile app. It's not convenient to have two separate apps to check my accounts at a detailed level. I've used the schwab intelligent portfolio for a little bit now and setup was easy and the service is great. Call if you need support with setting up your account. Their customer service is A+++!

Little functionality in the app

Et3000

I love Schwab as a company/brokerage but their apps are sadly terrible. All other apps get updated on a weekly or biweekly basis while schwab apps get updated like once a year. Anyway, you can’t do much in this app except view some charts, you can’t even look at your exact holdings.
Lastly I have mixed feelings on this robo stock portfolio. The gains are very mediocre during the best of days, while your portfolio drops an insane amount during the bad days. I may go back to my own ETF/mutual fund strategy soon.

Needs update

Dannyboi04

Still not optimized for iPhone X months after it’s release. App works well other than that. Will be worth 5 stars once the tech team updates the app to support Apples latest devices. Would be great if Schwab would combine this app with the general Schwab app. Very inconvenient to manage brokerage and checking accounts in one app and intelligent portfolio in another.

Information

Seller
The Charles Schwab Corporation
Size
65.9 MB
Category
Finance
Compatibility
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
©2017 Schwab Wealth Investment Advisory, Inc. All Rights Reserved.
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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