Our robo-advisor does the work, so you don't have to.
Automated investing with human help when you need it.
- Our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals.
- 24/7 live support from U.S.-based service professionals.
- Get started with as little as $5,000.
Backed by our commitment to keeping costs low.
- Pay no advisory fee and no commissions.
- Invest in a portfolio of low-cost Tooltip (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™.
What else you should know.
- 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. Tooltip .
How Schwab Intelligent Portfolios works:
- Complete a short questionnaire to establish your goals, risk tolerance, and timeline.
- Get a diversified portfolio of ETFs chosen by experts.
- Our robo-advisor monitors your portfolio daily and automatically rebalances it as needed.
Ready to put our robo-advisor to work?
Our robo-advisor can help you invest for retirement, college, vacations, building long-term wealth, or creating a sustainable income stream. Here's what you get with Schwab Intelligent Portfolios.
A diversified portfolio, tailored to your needs.
Based on your answers about your goals, risk tolerance, and timeline, Schwab Intelligent Portfolios will provide you a tailored portfolio from more than 80 variations:
- Tooltip Global, U.S. Focused, Income Focused
- Tooltip Ranging from Conservative to Aggressive Growth
Want to see the historical average returns and asset allocations of our portfolios?
Looking for professional guidance to help you reach your goals?
Add Schwab Intelligent Portfolios Premium® and get:
- Unlimited 1:1 guidance from a CERTIFIED FINANCIAL PLANNER™ professional.
- A digital financial plan that provides a customized roadmap for reaching your goals.
- Interactive online planning tools.
We're ready when you are.