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Schwab Intelligent Portfolios

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Robo-Advisor
www.schwab.com/intelligent-portfolios Westlake, Texas, USA Founded 2015 35000+ employees
47
Good

Trust Score

3.9(113 reviews)

Free robo-advisor from Charles Schwab

Reviews (66)

Filter:
5.0
in 8 months

Outstanding support and features

KYC VerifiedVerified

I've been using this platform for over a year now and I couldn't be more satisfied. The interface is intuitive, fees are competitive, and customer support has always been responsive and helpful. Highly recommend to anyon…

Used for: 2-3 years

Brian Verma
Brian Verma
Active19 reviews
5.0
in 8 months

Absolutely outstanding service!

Best decision I made was switching to this platform. The migration was seamless, the interface is far superior to what I was using before, and the fees are significantly lower. I only wish I had made the switch sooner.

✓ Pros

Regular updates

Used for: 1-2 years

Mark Moreau
Mark Moreau
Active25 reviews
3.0
in 7 months

Middle of the road experience

Mixed experience so far. The platform has some genuinely good features but also some frustrating limitations. Customer support is hit or miss - sometimes excellent, sometimes slow to respond. For the price point it's acc…

✓ Pros

Basic features work

✗ Cons

Interface feels dated

Used for: 2-3 years

Luis Adams
Luis Adams
Contributor20 reviews
4.0
in 5 months

Very satisfied with my experience

Overall a very positive experience. The platform is well-designed and feature-rich. My only minor complaint is that customer support response times could be slightly faster, but when they do respond the quality of help i…

✓ Pros

Improving regularly

✗ Cons

Mobile app has minor bugs

Used for: 1-3 months

Luis Hernandez
Luis Hernandez
Active22 reviews
5.0
in 4 months

A game-changer for my finances

Exceptional service from day one. The onboarding process was smooth, verification was quick, and I was up and running within minutes. The platform's features are comprehensive and the execution speed is impressive. This …

✗ Cons

Could add more advanced features

Used for: 1-3 months

Ibrahim Ito
Ibrahim Ito
Active27 reviews
4.0
in 4 months

Very positive experience

Very good experience overall. The platform is well-maintained and regularly updated with new features. Fees are transparent with no hidden charges. Slight delay in one withdrawal but it was resolved promptly.

✗ Cons

Support could be faster

Used for: 1-3 months

David Cho
David Cho
Active20 reviews
4.0
in 14 days

Solid performance overall

Really impressed with the service overall. The core functionality works flawlessly and the security measures are robust. Docking one star because the mobile app occasionally has minor bugs, but nothing that significantly…

✗ Cons

Mobile app has minor bugs

Used for: More than 3 years

Bilal Suzuki
Bilal Suzuki
Active18 reviews
5.0
6 days ago

Transformed how I manage money

After trying several competitors, I finally found a platform that delivers on its promises. The security features give me peace of mind, the mobile app is excellent, and the rates are among the best I've found. Five star…

✓ Pros

Strong security

✗ Cons

Could add more advanced features

Used for: 1-3 months

Daniel Sánchez
Daniel Sánchez
Active14 reviews
3.0
about 2 months ago

Gets the job done but barely

KYC VerifiedVerified

Middle of the road. Works as advertised for the most part. Had one issue with an account verification that took several days to resolve. The platform itself is functional but lacks the polish of top-tier competitors.

✓ Pros

Some good tools

Used for: 2-3 years

Owen Li
Owen Li
Active18 reviews
3.0
about 2 months ago

Could be better

Email ReviewVerified

Neither good nor bad. the value for money is average. the cancellation policy is a problem.

Jordan Schultz
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