Your advisor’s automated investment service, which utilizes Institutional Intelligent Portfolios® provides clients with convenient access to open, fund and view their account. For more information, review the features below and talk with your advisor.

• Complete the simple enrollment process from your desktop or mobile device
• Start investing in an ETF portfolio built by your advisor
• Maintain easy access to your account to view investments and performance
• Manage account using convenient features such as mobile check deposit

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

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

Please contact your independent investment advisor (“Investment Advisor”) directly for a copy of its disclosure brochure and privacy policy.
Institutional Intelligent Portfolios® is a technology and service platform provided to your Investment Advisor by Schwab Performance Technologies (“SPT”) and used by your Investment Advisor to provide its clients with an automated investment management service. Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, provides custody, trading and support services. Brokerage products, including the Schwab One® brokerage account, are offered by CS&Co. SPT and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation.

Investment Advisor on the on hand and SPT and CS&Co on the other are independent of each other and are not affiliated with, sponsored by, endorsed by, or supervised by each other. Your relationship is solely with Investment Advisor and not with either SPT or CS&Co. (0118-7J8S)

©2020 Charles Schwab & Co., Inc. All Rights Reserved.

What’s New

Version 3.2.7

Minor bug fixes and small enhancements

Ratings and Reviews

2.8 out of 5
9 Ratings

9 Ratings

Stellaboo ,

Login feature not available

The last 5 times I’ve tried to login, I’ve gotten a pop-up telling me this feature is temporarily unavailable. Didn’t realize login was such a special feature. This app is trash.

doitorloseit ,

Major Revamp Needed

The app is outdated, stale, and a major refresh. Lacks modern functionality and appearance. They need to hire the app engineers from Robinhood or Wealthfront. Now those apps are something to talk about.

Po- 678 ,

Schwab portfolio

The app does not work on my iPhone 6 Plus. Please fix. Thank you

App Privacy

The developer, The Charles Schwab Corporation, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.


  • Family Sharing

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

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