Charles Schwab Intelligent Portfolio

Annual Fee
None

Minimum Deposit
$5,000

Phone Support
24/7

Live Chat Support
24/7

Email Support
Yes

Human Advisors
No

Assets Under Management
$27 Billion

Tax Loss Harvesting
Available for accounts $50,000 and over

Goal Tracker
Yes

Automatic Deposits
Yes

Online Platform
Yes

iPhone App
Yes

Android App
Yes

Fractional Shares
No

Taxable Accounts
Yes

401k Plans
No

IRA Accounts
Yes

Roth IRA Accounts
Yes

SEP IRA Accounts
Yes

Trust Accounts
Yes

529 Plans
No

Pricing information from published website as of 06/14/2018

	Charles Schwab Intelligent Portfolio	Vanguard Personal Advisor
	Benefits and Features
Annual Fee	None	0.3%
Minimum Deposit	$5,000	$50,000
Phone Support	24/7	Yes
Live Chat Support	24/7	No
Email Support	Yes	Yes
Human Advisors	No	Yes
Robo Advisor
Assets Under Management	$27 Billion	$100+ Billion
Minimum Investment		$50,000
Tax Loss Harvesting	Available for accounts $50,000 and over	client-by-client basis
Goal Tracker	Yes	Yes
Automatic Deposits	Yes	Yes
Online Platform	Yes	Yes
iPhone App	Yes	Yes
Android App	Yes	Yes
Mobile App		iOS & Android
Investment Tracking
Single Stock Diversification		No
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
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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