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 (“CSIA”) team using rigorous criteria. Portfolios can be comprised of up to 20 asset classes across stocks, municipal and corporate bonds, real estate, and commodities, as well as an FDIC-insured cash allocation – so they’re truly diversified.
- Minimum investment of just $5,000.
- You can talk to a Schwab investment professional. They’re available 24/7/365.
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