Schwab Intelligent Portfolios®
Automated investing with human help when you need it. Our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. Plus, add our Premium service for planning and unlimited 1:1 guidance from a CERTIFIED FINANCIAL PLANNER™ professional.
Get help from Schwab professionals any time, 24/7.
Get started with as little as $5,000.
Please read the Schwab Intelligent Portfolios Solutions disclosure brochures for important information, pricing, and disclosures related to the Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium programs.
Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium™ are made available through Charles Schwab & Co. Inc. (“Schwab”), a dually registered investment advisor and broker dealer.
©2019 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage is monitored.
- 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".
Ratings and Reviews
Great service, great mobile app, great update!
I’ve been using the Intelligent Portfolios app for a little over a year and it’s been great! It took a while to see a significant update, but clearly they’ve been working hard as the new update is super! I love that the mobile team continues to pay attention to the details and add delightful features to keep the experience fresh and interesting. I hope the next update gives me account balances on all of my Schwab accounts, and of course even more delight :)
And dear Apple, why is the featured review (the 1-star) still featured? It’s over a year old so not actually helpful.
Not for Charles Schwab customers, this is a separate account
Not sure why this isn’t made clear before Charles Schwab customers waste time with this app and login, but apparently you need to create a new second Charles Schwab account (with all of the verifications and information disclosure’s that go with any Charles Schwab account) before you can even use this app.
I have a standard Charles Schwab brokerage account, I figured I would add this app so I could monitor my portfolio, as there are about 10 different Charles Schwab apps in the iOS App Store, but this one was the only one with decent reviews. So I was pretty surprised when after being in my login and password that it prompted me to create/open a new, 2nd account.
Charles Schwab needs to get control of this and quit letting PR/advertising run their client services (thus this is why there are 10 different Charles Schwab apps in the App Store, they are simply using it as a advertising vehicle and not as a useful tool for their customers)
Anything But Intelligent
I opened a normal SEP IRA, Schwab decided I must’ve wanted an “Intelligent IRA” because it’s their new flavor of the week product that they’ll push at whatever cost it seems. For me, they took my $100k and immediately lost nearly $5000. By the time I’d realized what was going on I requested they freeze the account to avoid further losses. They didn’t. Instead it hemorrhaged under this “Intelligent” strategy for over 1.5 months and no less than 15 emails and 10 calls while attempting them to place my funds into the account i wanted all along. And when they did, zero refund on the money they stole. And of course, it wasn’t in cash, it was in their Bs collection of laughably bad investments. So then I am expected to foot the bill for all the sales in an attempt to get back to par. When the world turns on the bankers, I’ve got gallows ready for the thieves at Schwab and the likely arrogant millennial moron whose algorithm leads their “Intelligent” Division.
Developer Response ,
Hi CSS3733. Thank you for taking the time to share your experience. If you’d like to
give us a call at 855-694-5208, we’d like to understand what happened and try to assist in addressing your concerns.
- The Charles Schwab Corporation
- 141.4 MB
Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- Rated 4+
- ©2019 Charles Schwab & Co., Inc. All Rights Reserved.
With Family Sharing set up, up to six family members can use this app.