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Description

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.

(0120-9UJN)

iOS Store Category:

Primary: Finance

App Store

Privacy Policy

Total Ratings

5.5K
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4.4K
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690
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Screenshots

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Version History

Launched Mar 09, 2015 (over 5 years ago).

Releasing new versions every about 1 month, on average.

Aug 20
2020
(Current)
Version 3.2.6

- 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".

Jun 30
2020
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".

Apr 09
2020
Version 3.2.4

- 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".

Jan 17
2020
Version 3.2.2

- 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".

Jan 09
2020
Version 3.2.1

Introducing Schwab Intelligent Income™

- Now you can generate a monthly withdrawal from your investments for retirement or other income needs
- We help you figure out how long your money could last and manage the complexity of making tax-smart withdrawals for you

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".

Oct 15
2019
Version 3.1.0

The new update resolves an issue where the biometric login prompt is not displaying. Please update to the latest version to continue your access to new enhancements and bug fixes.

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".

Oct 08
2019
Version 3.0.9

- 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".

Jul 10
2019
Version 3.0.8

- 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".

Jun 25
2019
Version 3.0.7

You can now log into your Schwab Intelligent Portfolios app directly from your Schwab Mobile app.

- Implementation of Single Sign-On (SSO) to access your accounts directly from the Schwab Mobile app
- Minor bug fixes and 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."

Jun 06
2019
Version 3.0.6

The new update fixes an issue where the app doesn't start. Please update to the latest version to continue your access to new enhancements, performance improvements and bug fixes.

Jun 04
2019
Version 3.0.5

The new update fixes an issue where the app doesn't start. Please update to the latest version to continue your access to new enhancements, performance improvements and bug fixes.

May 14
2019
Version 3.0.4

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".

Apr 25
2019
Version 3.0.3

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".

Apr 11
2019
Version 3.0.2

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".

Mar 29
2019
Version 3.0.1

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".

Mar 28
2019
Version 3.0.0

Premium clients can now access the following features:

•Appointment scheduling with a CFP™ professional
•Recommended action items
•Financial plan
•Portfolio performance

Feb 25
2019
Version 2.10.6

Minor bug fixes.

Jan 05
2019
Version 2.10.5

Minor bug and security fixes.

Dec 12
2018
Version 2.10.4

- Minor bug fixes
- 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".

Nov 20
2018
Version 2.10.3

- Minor bug fixes
- 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".

Oct 26
2018
Version 2.10.2

- 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".

Oct 17
2018
Version 2.10.1

- 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".

Sep 19
2018
Version 2.10.0

- 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".

Jun 28
2018
Version 2.9.0

- 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".

May 02
2018
Version 2.8.0

- Default launch screen for existing clients is now the login screen. Removed the extra tap upon app launch.
- View additional details related to your investments under the portfolio allocation screen.
- Performance settings will now be remembered across all your devices.
- You can now add additional contributions directly from your account dashboard.

Mar 06
2018
Version 2.7.0

- You can now edit your pending transfers within your Activity feed

Dec 20
2017
Version 2.5.0

- Login with Face ID®
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”.

Oct 24
2017
Version 2.4.0

- 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”.

Oct 04
2017
Version 2.3.1

We are working to improve the app and we welcome your input. Share your experience and ideas for future enhancements by going to “More” and selecting “Feedback”.

Sep 07
2017
Version 2.3.0

Minor enhancements and bug fixes

Aug 09
2017
Version 2.2.1

Minor enhancements and bug fixes

Jul 07
2017
Version 2.2.0

- Mobile optimized account open process with additional inline validation
- Minor bug fixes and small enhancements

May 01
2017
Version 2.1.0

Push notifications now available for account rebalancing, tax-loss harvesting, and updates to your personal profile.

Mar 04
2017
Version 2.0

• iPad support and a new, tablet optimized dashboard
• Learn more about Schwab Intelligent Portfolios before logging in

Sep 27
2016
Version 1.14

Minor enhancements and bug fixes.

Aug 30
2016
Version 1.13

Maintenance release

Aug 03
2016
Version 1.12

Maintenance release

Jun 30
2016
Version 1.11

Enroll in Touch ID® directly from the login screen

Apr 27
2016
Version 1.9

• Designate your IRA Beneficiaries within the app
• Updated activity feed design
• Peek and pop is supported on your account dashboard

Mar 30
2016
Version 1.8

Compare your portfolio performance with common market indexes.

Mar 01
2016
Version 1.7

Now easier to see what ETFs you are invested in. Tap on an asset class to view (Stocks, Fixed Income, etc)
Use 3D Touch on Goal Tracker sliders to make adjustments

Dec 18
2015
Version 1.6

Set a savings or income goal and we'll automatically track and notify you of your progress.

Oct 29
2015
Version 1.5

• Expedite login to the mobile app with Remember Login Id or Touch ID™ as an alternative to your existing username and password.
• Performance improvements when logging into the app.

Oct 02
2015
Version 1.4

Maintenance Release

Sep 08
2015
Version 1.3

• Submit account documents for review by taking a photo or uploading a file.
• In addition to rebalancing events, you can now see the status of transfers under the Activity feed.

Jul 01
2015
Version 1.2

Performance tracking using your portfolio’s blended benchmark

Jun 09
2015
Version 1.1.0

Maintenance Release

Mar 09
2015
Version 1.0.1

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