United StatesSchwab 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)
DON’T retire SIP app!!!!
The standalone app is much more attractive and functional than the shoe horned new version in regular Schwab app!!!!!
United StatesApp review
Not as user friendly as I hoped Hey
United StatesGreat App
I am able to quickly access my information.
United StatesCan’t use with existing Schwab login
Wish there was a way to rate ZERO or NEGATIVE stars. This app apparently only works with a Schwab Login ID setup solely for Intelligent Portfolios. Existing customers, even those using Intelligent Portfolios can NOT use this app. Very, very disappointing!
United StatesQuick and easy
I check the App a couple of times a week. I want to keep up with investments, without spending a large amount of time going screen to screen. This app makes it quick and easy.
United StatesIntelligent Income
I wish you would be able to add joint and spousal accounts for a household view that could be included in the Intelligent Income program. I’m sure you have millions of married couples who would like to plan their retirement income together. You can see household accounts on the regular Schwab app, why not here? Edit: Also, I would still like to see an iOS widget. Thank you.
United StatesCan’t create an account
I downloaded the app and tried to connect my existing Charles Schwab account and the login didn’t work. I read reviews saying the login is different so I filled out an application on a browser but it didn’t allow me to link my current account and would only let me create a new brokerage account. Trying to sign up on the app, it prompted me to login to my existing account but the credentials wouldn’t work. I reset my password multiple times and the credentials worked in my regular app but not this one. I’ve called them 3 times and no one was able to help me.
United States
• Clients now have the ability to verify your financial plan digitally! If you would like to talk to a financial planner, you can continue to schedule an appointment through the app. • 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".
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