Schwab Intelligent Portfolios
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About Schwab Intelligent Portfolios
Schwab Intelligent Portfolios™ is an automated investment advisory service. This sophisticated technology automatically builds, monitors and rebalances your portfolio. And unlike other investment advisory services, there are no advisory fees, commissions or account service fees charged.
• 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 (“CSIA”) team using rigorous criteria. Portfolios can be comprised of up to 20 asset classes across stocks, municipal and corporate bonds, real estate, and commodities, as well as an FDIC-insured cash allocation – so they’re truly diversified.
• Minimum investment of just $5,000.
• You can talk to a Schwab investment professional. They’re available 24/7/365.
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. 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 (“Schwab Bank”) through the Sweep Program. Schwab Bank is an FDIC-insured depository institution affiliated with Schwab Wealth Investment Advisory, Schwab and CSIA. Cash balances held in the Sweep Program at Schwab Bank are eligible for FDIC insurance up to allowable limits.
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.
Accounts must maintain a minimum balance of $5,000 to be eligible for automatic rebalancing.
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. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Schwab investment professionals are employees of Charles Schwab & Co., Inc. Please read the Schwab Intelligent Portfolios’™ disclosure brochures for important information.
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 . Deposit and lending products are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender.
©2015 Schwab Wealth Investment Advisory, Inc. All rights reserved.
Images are for illustrative purposes only.0515-3473.
• 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 (“CSIA”) team using rigorous criteria. Portfolios can be comprised of up to 20 asset classes across stocks, municipal and corporate bonds, real estate, and commodities, as well as an FDIC-insured cash allocation – so they’re truly diversified.
• Minimum investment of just $5,000.
• You can talk to a Schwab investment professional. They’re available 24/7/365.
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. 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 (“Schwab Bank”) through the Sweep Program. Schwab Bank is an FDIC-insured depository institution affiliated with Schwab Wealth Investment Advisory, Schwab and CSIA. Cash balances held in the Sweep Program at Schwab Bank are eligible for FDIC insurance up to allowable limits.
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.
Accounts must maintain a minimum balance of $5,000 to be eligible for automatic rebalancing.
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. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Schwab investment professionals are employees of Charles Schwab & Co., Inc. Please read the Schwab Intelligent Portfolios’™ disclosure brochures for important information.
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 . Deposit and lending products are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender.
©2015 Schwab Wealth Investment Advisory, Inc. All rights reserved.
Images are for illustrative purposes only.0515-3473.
All Application Badges
Free
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Android
4.4+
4.4+
Bug
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Android app
App History & Updates
What's Changed
- Minor bug fixes and small enhancements
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”.
- Minor bug fixes and small enhancements
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”.
Version update Schwab Intelligent Portfolios was updated to version 2.5.0
More downloads Schwab Intelligent Portfolios reached 10 000 - 50 000 downloads
Version update Schwab Intelligent Portfolios was updated to version 1.14.0.5
More downloads Schwab Intelligent Portfolios reached 5 000 - 10 000 downloads
What are users saying about Schwab Intelligent Portfolios
Q
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Frequently broken and can't log on.
C
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Fingerprint login makes me reenter my password about every 3 days. Please fix!
L
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Great app never had any problems
U
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Not currently working on GS7
C
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Love it. Easy to use and helped me start investing for my future.
C
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Fully automated just watch the trends
C
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Works fine for me.
F
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Application failed to load, can't login with the previous version and the new updated version. Very frustrating.
X
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Continuous "this application has failed to load" message. Fail indeed.
C
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Tracks portfolios and allows the user to make necessary changes quite easily. The interface is simple to use and provides plenty of easy to understand information on portfolios. Only problem is that it won't remember my username for next login.
C
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4 Stars now that it supports fingerprint sign on! Tells you everything you need to know. Some portions of the UI are difficult to navigate, but entirely acceptable for casual use.
C
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Great brokerage!
X
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Okay for basic functions. Lacks full functionality.
V
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App is fine for viewing account, really not intended to manage it. App stopped working after upgrading to Android Oreo
C
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It looks pretty but it feels like they sacrificed your ability to actually do more with the app. I want more details. For example, I'd like to see which individual stocks comprise the ETFs being purchased on my behalf. Also it randomly just doesn't work (server maintenance maybe), without an explanation why (definitely issues on their end). Furthermore, the login is a minor annoyance when compared to their other app. I have to say "their other app" because -- on my tablet at least -- they both just show up as "Schwab". This brings me to my biggest complaint: for those of us using both apps, it can be pretty annoying trying to figure out which is which (especially when you use custom icons and change them regularly). I'm also not a fan of them requiring a sizable cash allocation, but they need to make their money and that is (IMO) preferable to the crazy fees charged by others. The above were the negatives. That being said, it's a decent app for (what I consider to be) a decent portfolio management service. I've used many different banks and credit unions...Schwab is, and remains, my favorite.
P
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by P####:
The log in sucks. Please allow the app to us the biometric login also. For me that gives you guys a bad rating. I will fix my review, when things change. Also if I log into one of scwab app I should have to do it twice.
C
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Nice to see a quick snapshot.
C
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Really needs a finger print login
C
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App logs in to a "feature unavailable" message with a retry button. Useless.
E
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Like the redesign. Faster response too.
C
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New updates make this app much better
C
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S7, works great. Shows breakout of investments. Easy to transfer $ in/out. Takes a bit of exploring to use, but great app. All the whining from others seems to be from lack of time using the app or login troubles.
C
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App initially didn't work... received a call and it's now working really well.
C
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Works great on Android 7.0 on my Samsung Galaxy s7
R
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The redesigned app is much better! It is now easier to find the information you need and the app is much snappier now so it populates almost instantly. Well done Schwab!
C
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Great looking app for managing your intelligent portfolio. I wish the other schwab app looked like this
C
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The new update is gorgeous and much more usable than before.
S
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Worked well for checking status of your portfolio, but will not start properly after recent update.
N
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Does not work.
C
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Wixh i could give ZERO star, doesnt even open
N
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This app is horrible. Does not work at all on Android 6.1. Very disappointing. I wish I could see my accounts and my investment returns. Other than that, great app.
F
by F####:
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Very slow responses. I'm using a Samsung Note 4, I think should have adequate computing power to run this App, to the point I don't want to use it
R
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App does not work at all. A blank white screen is displayed after logging in.
Z
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This app is required to be used for intelligent portfolios even when you are in the regular Schwab app. What they should do is allow users to see their positions in the regular app then build the intelligent selection and allocating features within that app.
N
by N####:
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After logging in the screen briefly shows the account details and then goes to a white screen. Hit the backup key and it asks if I want to confirm signing out. Unusable app. Uninstalled and reinstalled. No change. Unfortunate as I like Schwab. Please fix!
N
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Need to implement PIN or other easier method of logging in on mobile devices. Need to integrate with regular Schwab app.
N
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Takes me on an endless loop between login button and accept terms screen. Man this is embarrassing Schwab.
N
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The app is often unresponsive and while I like the the color scheme, at the end of the day using a clunky Web view to render the UI is not ideal. Your other app is considerably better!
N
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totally useless, horrible interface, very difficult to see basic information and very difficult to manage basic things lile transfers. thinking of mocijg my money solely because of how poor app is
by I####:
People in this era, complain for issues that are minor or simply not related to a company. In fact their the problem. The intelligent portfolio application is fantastic. And ive never had a problem big enough to be upset about it. This app is user friendly, and well advanced. Its a must have.