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Betterment Schwab Intelligent Portfolios
Cash Drag

0.00%

0.41%
Potential Annual Cost1

Management Fee

0.25%

0.00%

Average ETF Expense Ratio

0.07% - 0.15%2

0.06% - 0.20%

Personalization
Goal Tracking
External Account Analysis
Tax Loss Harvesting+

Yes
$50k account min. to use this service

Tax Coordinated Portfolio
Tax Impact Preview
Automatic Rebalancing
Security
Two-Factor Authentication Login
Customer Service Seven Days A Week
Licensed Financial Expert Access
Brokerage Services Provider

Betterment Securities is an SEC registered broker-dealer and member FINRA/SIPC.

Charles Schwab & Co., Inc. is member SIPC, and Charles Schwab Investment Advisory, Inc. is an SEC registered broker/dealer and member FINRA.

What we do Technology helps you make the most of your money.

Portfolio rebalancing. Tax-efficient investing. Asset location. Globally diversified portfolio. We automate these proven investing strategies to make them more efficient and available to you.

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Our Commitment The new way of managing money puts you first.

We're a fiduciary, which means we act in your best interests. We're not incentivized to recommend certain funds, and we don't have our own investment products to sell. That means we'll do what we believe is right for you.

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  • "The bottom line: Betterment is a clear leader among robo-advisors."
    Nerd Wallet3
  • "Betterment pioneered the robo advisor industry as we know it today."
    The Balance4
  • "This app is a good option for those who want more hands-off investing..."
    Mashable

Invest smarter.

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