Charles Schwab Intelligent Portfolio vs Betterment
Charles Schwab Intelligent Portfolio | Betterment | |
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Compare Pricing - | ||
Benefits and Features | ||
Savings |
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Minimum Deposit | ||
Checking | ||
Phone Support | ||
Live Chat Support | ||
Email Support | ||
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Robo Advisor | ![]() | |
Assets Under Management | ||
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Tax Loss Harvesting | Available for accounts $50,000 and over | |
Goal Tracker | ||
Automatic Deposits | ||
Online Platform | ||
iPhone App | ||
Android App | ||
Banking | Offers checking account with a free debit card, and a high-yield cash account | |
Mobile App | ||
Single Stock Diversification | ||
Fractional Shares | ||
Taxable Accounts | ||
401k Plans | ||
IRA Accounts | ||
Roth IRA Accounts | ||
SEP IRA Accounts | ||
Trust Accounts | ||
529 Plans | ||
CreditDonkey® Reviews | ||
Annual Fee | ![]() ![]() ![]() ![]() ![]() | |
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Human Advisors | ![]() ![]() ![]() ![]() ![]() | |
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Pros & Cons | Pros:
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Bottom Line | Great robo-advisor for beginners with low fees, good tools, and tax strategies... | |
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 Betterment: Pricing information from published website as of 01/12/2025 |
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