Robo-advisor
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Topics grouped from customer reviews, with how many mention each; read the originals below.
Showing 5 reviews mentioning helpful support Show all
Reddit · r/Schwab · Aug 1, 2025
MixedSummary of a Reddit post
They tried Schwab Intelligent Portfolios in two IRAs and a taxable account on the basic tier, then cancelled via an in-kind transfer for a more growth-tilted mix, while praising Schwab customer service.
Reddit · r/investing · Apr 14, 2026
MixedSummary of a Reddit post
They have Schwab Intelligent Portfolios Premium mainly for unlimited CFP access, which they found worth it, but plan to leave and object to the large cash requirement, calling Schwab reasoning for it weak.
Reddit · r/Schwab · Mar 1, 2026
MixedSummary of a Reddit post
They left Schwab Intelligent Portfolios after the premium tier ended, opening a new self-directed Roth and moving ETFs in kind by phone; the week-long process was smooth and professional with only a mild retention pitch.
Reddit · r/Schwab · Sep 27, 2025
PositiveSummary of a Reddit post
They have held IRA money in Schwab Intelligent Portfolios Premium for years and found the yearly CFP review worthwhile, with minor but useful suggestions, even if the waits for appointments can be long.
Reddit · r/Schwab · Jun 1, 2026
PositiveSummary of a Reddit post
They hold three Schwab Intelligent Portfolios (taxable with tax loss harvesting, IRA rollover and Roth), tested several robo brands against each other, and picked Schwab mainly for quick phone support.
Of the 83 reviews with a clear verdict, 47% are positive, 25% mixed and 28% negative. The praise mentioned most is easy to use. The most common complaint is rate dropped.
The praise reviewers mention most: easy to use (22 reviews), low fees (6 reviews) and helpful support (5 reviews). For example: They are very happy with Schwab Intelligent Portfolios, valuing the convenience and having professionals handle the investing for them.
The complaints reviewers mention most: rate dropped (4 reviews) and hard to cancel (2 reviews). For example: Six years on the highest risk setting still feels overly conservative and forces an 8% cash allocation, delivering underwhelming returns.
It's how well reviewed Schwab Intelligent Portfolios is, out of 100. Negative and mixed reviews take points off, and so does having only a few reviews: a product needs plenty of them, compared with the most-reviewed products here, to reach the high 80s and 90s. It's worked out from reviews only, needs at least 5 of them, and updates as new ones come in.
Category: Robo-advisor. Type: Robo-advisor. Fees: No advisory fee and no commissions. Minimum: Invest with as little as $5,000.
83 are quotes from Reddit, each linked to the original. Customer reviews are checked for spam before they appear. Every review, written here or quoted, is read as positive, mixed or negative.