Schwab Intelligent Portfolios by The Charles Schwab Corporation (Universal)
Released: Mar 9, 2015
Version: 3.2.5
Size: 118 MB
Deal Alert
Get notified when this app is on sale or goes free [privacy policy]

Price History

Ranking - Finance (iPhone)

Ranking - Finance (iPad)

Schwab Intelligent Portfolios

The Charles Schwab Corporation
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.

Schwab Intelligent Income™ is an optional feature for clients to receive recurring automated withdrawals from their accounts. Schwab does not guarantee the amount or duration of Schwab Intelligent Income withdrawals nor does it guarantee any specific tax results such as meeting Required Minimum Distributions.

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, including the Schwab Intelligent Income feature.

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. Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. (“CSIA”). Schwab and CSIA are subsidiaries of The Charles Schwab Corporation.

©2020 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage is monitored.


What's new in version 3.2.5
- 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".
Screenshot #1 (iPhone)
Our verdict: Good
  • + Schwab Intelligent Portfolios is a highly rated app (4.5-star).
  • + The app is free.
  • + Schwab Intelligent Portfolios is currently ranked #112 in free Finance apps for iPad.
Similar Apps
Mortgage Calc Pro

Universal App - Designed for iPhone and iPad

Developer: Eamonn and Ian llc || Version: 4.3

Margin+ Pro(Margin Calculator)

iPad App - Designed for iPad only

Developer: James Spencer || Version: 6.0.1


Universal App - Designed for iPhone and iPad

Developer: American Express || Version: 6.32.0