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Schwab Intelligent Portfolios

Schwab Intelligent Portfolios provides automated investing services. It utilizes a robo-advisor to construct and manage diversified investment portfolios. The basic service operates without charging advisory fees. The platform generates revenue through a cash allocation maintained within client portfolios. These portfolios exclusively feature Schwab ETFs. An optional upgrade is available for clients seeking human financial guidance, and the service has a $5,000 minimum investment.

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Overview

Schwab Intelligent Portfolios provides automated investing services. It utilizes a robo-advisor to construct and manage diversified investment portfolios. The basic service operates without charging advisory fees.

The platform generates revenue through a cash allocation maintained within client portfolios. These portfolios exclusively feature Schwab ETFs. An optional upgrade is available for clients seeking human financial guidance, and the service has a $5,000 minimum investment.

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