Schwab Intelligent Portfolios’ simple, intuitive interface makes investing more accessible, easier to understand and a lot less work. The product builds, monitors and rebalances fully diversified portfolios without service or management fees.
Launched March 2015
Following Initial Product Launch
UX and development teams began to increase consistency across the web product . Compact native and tablet design began for both iOS and Android platforms.
Over $21 billion in assets under management in the Schwab Intelligent Portfolio product.
Approximately $2.6 trillion in assets under Charles Schwab wealth management overall.
Set Up & Track an Investment Goal
Goal Tracker provides daily monitoring of whether a goal is On Target, Off Target, or At Risk by projecting hypothetical portfolio performance.
The product tracks progress against a goal over time and allows adjustments to variables, such as contributions. The impact of changes to a goal are presented to the user for review, before saving.
Automatic tax-loss harvesting for portfolios with $50,000.
"I literally had to do nothing else but sign up and transfer the funds. I can't speak highly enough of it."