Stash vs Charles Schwab Intelligent Portfolio

Stash is a good investment app to guide beginners to invest in stocks. How does it compare to Charles Schwab Intelligent Portfolio? Read our comparison chart below.

Stash simplifies investing for novices. This app is not a robo-advisor and will not manage investments for you. Instead, it guides beginners to select investments aligned with their goals and risk level. There is no minimum balance to start investing.

While Charles Schwab Intelligent Portfolio charges no service fees, rebalance fees, or commissions. It offers highly diversified portfolios, consisting of up to 20 asset classes in any portfolio. The minimum investment is $5,000 to start. This robo-advisor has over 300 physical branches if you need in-person help.

Compare Stash with Charles Schwab Intelligent Portfolio, side-by-side.

	Stash	Charles Schwab Intelligent Portfolio
	SPECIAL OFFER Sign Up and Get $5 - Learn More Read Stash Review
	Benefits and Features
Stock Trading	$0
Options Trading	No
Annual Fee	STASH Growth ($3/mo) STASH+ ($9/mo)	None
Minimum Deposit	$0	$5,000
Phone Support	Yes - normal business hours, plus Sat & Sun 11a-5p ET	24/7
Live Chat Support	No	24/7
Email Support	Yes	Yes
Human Advisors	No	No
Robo Advisor
Assets Under Management	$3 Billion	$27 Billion
Tax Loss Harvesting	No	Available for accounts $50,000 and over
Goal Tracker	Yes	Yes
Automatic Deposits	Yes	Yes
Online Platform	Yes	Yes
iPhone App	Yes	Yes
Android App	Yes	Yes
Banking	All users get a cash account with a debit card. No minimum balance, no overdraft fees, and free ATM access at 19,000+ ATMS.
Mobile App	Yes
Fractional Shares	Yes	No
Taxable Accounts	Yes	Yes
401k Plans	No	No
IRA Accounts	Yes	Yes
Roth IRA Accounts	Yes	Yes
SEP IRA Accounts	No	Yes
Trust Accounts	No	Yes
529 Plans	No	No
	CreditDonkey® Reviews
Annual Fee
Minimum Deposit
Customer Service
Pros & Cons	Pros: Guidance for beginners Automatically save and invest through round-ups and recurring transfers Cons: Fees are high for small balances High ETF expense ratio Limited research
Bottom Line	Good investment app to guide beginners to invest in stocks... Read full review
	Sign Up and Get $5
Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details. Stash: Pricing information from published website as of 08/14/2019 Charles Schwab Intelligent Portfolio: Pricing information from published website as of 06/14/2018