Charles Schwab Intelligent Portfolio
Highlights
Annual Fee
None
None
Minimum Deposit
$5,000
$5,000
Phone Support
24/7
24/7
Live Chat Support
24/7
24/7
Email Support
Yes
Yes
Human Advisors
No
No
Assets Under Management
$27 Billion
$27 Billion
Tax Loss Harvesting
Available for accounts $50,000 and over
Available for accounts $50,000 and over
Goal Tracker
Yes
Yes
Automatic Deposits
Yes
Yes
Online Platform
Yes
Yes
iPhone App
Yes
Yes
Android App
Yes
Yes
Fractional Shares
No
No
Taxable Accounts
Yes
Yes
401k Plans
No
No
IRA Accounts
Yes
Yes
Roth IRA Accounts
Yes
Yes
SEP IRA Accounts
Yes
Yes
Trust Accounts
Yes
Yes
529 Plans
No
No
Pricing information from published website as of 06/14/2018
Charles Schwab Intelligent Portfolio | Vanguard Personal Advisor | |
|---|---|---|
Benefits and Features | ||
| Annual Fee | ||
| Minimum Deposit | ||
| Phone Support | ||
| Live Chat Support | ||
| Email Support | ||
| Human Advisors | ||
| Robo Advisor |  | |
| Assets Under Management | ||
| Minimum Investment | ||
| Tax Loss Harvesting | Available for accounts $50,000 and over | |
| Goal Tracker | ||
| Automatic Deposits | ||
| Online Platform | ||
| iPhone App | ||
| Android App | ||
| Mobile App | ||
| Investment Tracking | | |
| Single Stock Diversification | ||
| Fractional Shares | ||
| Taxable Accounts | ||
| 401k Plans | ||
| IRA Accounts | ||
| Roth IRA Accounts | ||
| SEP IRA Accounts | ||
| Trust Accounts | ||
| 529 Plans | ||
Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details. Charles Schwab Intelligent Portfolio: Pricing information from published website as of 06/14/2018 Vanguard Personal Advisor: Pricing information from published website as of 04/04/2018 | ||
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