iPortfolios

The ETF Store, simplified

Not everyone needs a full service financial advisor. Perhaps you are just getting started with investing. Or maybe you simply prefer more control over your investments, but with the helpful guidance of knowledgeable investment professionals. iPortfolios were designed with you in mind and offer a simplified approach to investing. Leveraging the automated investment technology provided through Charles Schwab’s Institutional Intelligent Portfolios®, iPortfolios can help you reach your financial goals.

It's as easy as 1, 2, 3...

1

Answer a few questions on your financial goals, risk tolerance, and time horizon.​

2​

Based on your answers, the automated platform will recommend a diversified portfolio of low-cost ETFs.​

3

Your portfolio will then be monitored on an ongoing basis, including automated rebalancing.

There’s no paper, no hassle – it’s online investing made simple.

Get Started Today!

Still have questions?