Digital Advice is an automated investment service that makes investing and managing of your portfolio more accessible and efficient. It’s a low-cost, low-threshold option that helps investors leverage a risk-managed strategy with a broadly-diversified asset allocation portfolio. Strategic allocations are constructed with multiple Exchange-Traded Funds (ETFs) modeled to various asset classes and sectors. Automated tactical rebalancing moderately adjusts allocations between asset classes for shorter-term opportunities or to mitigate risks.

A full digital onboarding experience. Answer a few questions for a personalized risk assessment and receive a recommended portfolio based on your inputs. Experience a streamlined account-opening and funding process. Have investments automatically made based on recommendations and rebalanced over time.

Digital Advice combines our disciplined investment advisory process with the technology of Charles Schwab’s Institutional Intelligent Portfolios®. Institutional Intelligent Portfolios® (“IIP”) is an automated investment management service made available through Schwab Performance Technologies® (“SPT”). We have chosen to work with Charles Schwab & Co., Inc. as custodian for your account because it provides the Schwab Security Guarantee so you can feel confident that your personal and financial information is protected.

Access investment opportunities that begin at $5,000 regardless of your experience.