Empower Your Investments with Thinkorswim Intelligent Portfolios at Schwab

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Empower Your Investments with Thinkorswim Intelligent Portfolios at Schwab

Automated Investing Made Easy

Thinkorswim Intelligent Portfolios, offered by Schwab, provides an automated investing solution that takes the hassle out of managing your portfolio. With this robo-advisor, you can sit back and relax while your investments are handled by experts. The robo-advisor constructs, monitors, and rebalances your portfolio based on your unique goals and risk tolerance. This hands-free approach allows you to enjoy 24/7 support from U.S.-based professionals, ensuring that you always have the help you need at your fingertips.

Cost-Effective and Diversified Investments

Investing with Thinkorswim Intelligent Portfolios requires as little as $5,000 to get started. Schwab is committed to keeping costs low, which means you pay no advisory fees or commissions. Your portfolio consists of a selection of low-cost exchange-traded funds (ETFs) chosen to maximize your returns. Additionally, a portion of your portfolio is kept in an FDIC-insured deposit to ensure stability and mitigate risk. This cash allocation is tailored to your risk profile, providing an added layer of security to your investments.

Tailored Portfolios for Your Goals

When you open an account with Thinkorswim Intelligent Portfolios, you'll go through a brief questionnaire to establish your investment objectives, risk tolerance, and timeline. Based on your responses, Schwab's robo-advisor will create a diversified portfolio tailored to your needs. With over 80 variations to choose from, including 51 ETFs spanning 20+ asset classes, you can be sure that your portfolio aligns with your goals. Whether you're investing for retirement, education, wealth-building, or income generation, Thinkorswim Intelligent Portfolios has you covered.

Hands-Free Management and Tax Efficiency

Thinkorswim Intelligent Portfolios uses automatic rebalancing technology to keep your investments diversified and on track. This ensures that your portfolio stays in line with your risk profile and investment strategy. Moreover, the platform offers tax-loss harvesting, which helps offset taxes on investment gains by selling investments that incur losses. This tax-efficient strategy maximizes your after-tax returns, putting more money back in your pocket.

Premium Features for Personalized Guidance

For investors seeking an extra level of personalized guidance, Thinkorswim offers Intelligent Portfolios Premium. This premium service provides unlimited access to CERTIFIED FINANCIAL PLANNER™ professionals, digital financial planning tools, and interactive planning resources. With 1:1 guidance from financial experts and a customized roadmap for reaching your financial goals, the premium service adds a human touch to your automated investing experience.

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Maximizing Retirement Income and Managing Investments with Thinkorswim

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