Schwab Intelligent Portfolios for Android

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Key Details of Schwab Intelligent Portfolios

Automatically builds, monitors and rebalances your portfolio.
Last updated on November 6, 2016
There have been 8 updates
Virus scan status:
Clean (it’s extremely likely that this software program is clean)

Developer’s Description

By The Charles Schwab Corporation

Automatically builds, monitors and rebalances your portfolio.

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) designed to fit your selected goals, time horizon, and risk tolerance. Once you fund your account, it works for you daily doing everything from investing to rebalancing your portfolio. 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 theyre truly diversified. Simple enrollment process, with a minimum investment of just $5,000. Monitoring your progress and managing your account is easy. All your account info is at your fingertips, whether youre on your desktop or mobile device. Have questions? You can talk to a Schwab investment professional. Theyre 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.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 informationBrokerage Products: Not FDIC-Insured No Bank Guarantee May Lose ValueSchwab 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.Content rating: Everyone