Schwab Intelligent Portfolios 1.14
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Free Version
Publisher Description
SUMMARY Schwab Intelligent Portfolios is an automated investment advisory service. This sophisticated technology automatically builds, monitors and rebalances your portfolio so you don t have to. There are no advisory fees, commissions or account service fees charged. FEATURES Recommends a diversified portfolio of Exchange Traded Funds (ETFs). Once you fund your account, it works for you daily doing everything from investing to rebalancing your portfolio. Set a savings or income goal and we'll automatically track and notify you of your progress. Investors get a diversified portfolio built from ETFs handpicked by the Charles Schwab Investment Advisory team using rigorous criteria including: low operating expenses, a strong record of closely tracking their indexes, and having at least $20 million in assets under management. Portfolios can be comprised of nearly 20 asset classes across stocks, municipal and corporate bonds, real estate, and commodities, as well as an FDIC-insured cash account so they re truly diversified. Unlike other automated investment advisory services, Schwab Intelligent Portfolios doesn t charge advisory fees, commissions or account service fees. Minimum investment of just $5,000. You can talk to a Schwab investment professional, they re available 24/7/365. Sample screen shots are for illustrative purposes and do not necessarily portray actual or future investing results 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. There is no guarantee that the intended goal will be reached and changes to inputs and other assumptions may affect your potential to reach the intended goal. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. 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. 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 through the Sweep Program. Schwab Bank is an FDIC-insured depository institution affiliated with SWIA, Schwab and CSIA. Please read the Schwab Intelligent Portfolios disclosure brochures (intelligent.schwab.com/disclosurebrochure) for important information, pricing, and disclosures relating to Schwab Intelligent Portfolios. Brokerage Products: Not FDIC-Insured No Bank Guarantee May Lose Value Schwab 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 (http://www.sipc.org). Deposit and lending products are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender. (1214-8398)
Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.
About Schwab Intelligent Portfolios
Schwab Intelligent Portfolios is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops Schwab Intelligent Portfolios is The Charles Schwab Corporation. The latest version released by its developer is 1.14. This app was rated by 2 users of our site and has an average rating of 3.5.
To install Schwab Intelligent Portfolios on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2015-03-09 and was downloaded 3 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Schwab Intelligent Portfolios as malware if the download link is broken.
How to install Schwab Intelligent Portfolios on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Schwab Intelligent Portfolios is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Schwab Intelligent Portfolios is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
