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E*TRADE Adaptive Portfolio vs Schwab Intelligent Portfolios Review

Brandon Reinkensmeyer

Published by Brandon Reinkensmeyer


Tuesday, July 18th, 2017

Using data from the StockBrokers.com 2017 Broker Rankings, we can compare E*TRADE Adaptive Portfolio vs Schwab Intelligent Portfolios to determine which broker is better for you. Our database includes thousands of data points on everything from research to trading tools. Let's take a closer look at E*TRADE Adaptive Portfolio and Schwab Intelligent Portfolios.

First we will break down the commission charges of both brokers for placing stock and options trades. E*TRADE Adaptive Portfolio and Schwab Intelligent Portfolios have equal fees for trading equities, $0 per trade. With options, the base fee is $0 for both E*TRADE Adaptive Portfolio and Schwab Intelligent Portfolios. Contracts run $0 a piece at both brokerages. Note that flat rate trading is not available everywhere though, so it is important to read the complete commission notes for each broker to know the full breakdown (go to any stock broker review page, then scroll down to the "Commission Notes" section).

Trading fees aside, having access to trade what you want is also an important consideration. Neither E*TRADE Adaptive Portfolio nor Schwab Intelligent Portfolios support Stock Trading, Options Trading, Mutual Funds, Forex Trading and Futures Trading. As far as mutual funds go, both brokers offer clients access to the same number, . And, commission free ETFs deserve a mention, which for investors means access to funds at both brokers.

Finally, by looking at the most popular features and offerings of each broker, we can really see the differences between the two. Neither broker offers virtual trading. For mobile trading, Neither E*TRADE Adaptive Portfolio nor Schwab Intelligent Portfolios supports the iPhone App, iPad App and Android App. Online banking is also used by many clients, and multiple brokerages provide these services. Neither E*TRADE Adaptive Portfolio nor Schwab Intelligent Portfolios offers Checking Accounts, Savings Accounts, Debit Cards, Credit Cards and Mortgage Loans. All things considered, when it comes to platform tools, research, and trading via smartphone, Unfortunately, neither E*TRADE Adaptive Portfolio nor Schwab Intelligent Portfolios received awards for Best in Class - Platforms & Tools, Best in Class - Research and Best in Class - Mobile Trading.

Overall, Schwab Intelligent Portfolios comes out on top with 4.50 stars over E*TRADE Adaptive Portfolio's 3.00 stars.
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Overall Robo
Investment Approach
Cost
Tools
Customer Service
Minimum Deposit
Annual Fee - $5,000
Annual Fee - $25,000
Annual Fee - $50,000
Annual Fee - $100,000
Annual Fee - $1,000,000
Total AUM
Avg Funds Expense Ratio - Conservative
Avg Funds Expense Ratio - Moderate
Avg Funds Expense Ratio - Aggressive
Tax-Loss Harvesting
529 Plans
Phone Support
Email Support
Live Chat Support
Retirement Calculator - Basic
Retirement Calculator - Advanced
External Accounts Analysis
Market Research Reports
Goal Tracker
iPhone App
iPad App
Android App
Android Tablet App
E*TRADE Adaptive Portfolio
Special Offer No advisory fee for the first six months Learn More
E*TRADE Adaptive Portfolio Review
 
3
2.5
3.5
2
4
 
$5,000.00
0.30%
0.30%
0.30%
0.30%
0.30%
$180 million (Oct. '16
0.05%
0.20%
0.45%
 
No
No
Yes
Yes
Yes
 
Yes
No
No
No
No
 
Yes
Yes
Yes
Yes
Schwab Intelligent Portfolios
Schwab Intelligent Portfolios Review
 
4.5
4.5
5
4.5
3.5
 
$5,000.00
0.00%
0.00%
0.00%
0.00%
0.00%
$19.4 billion
0.08%
0.19%
0.24%
 
Yes
No
Yes
Yes
Yes
 
Yes
No
No
Yes
Yes
 
Yes
Yes
Yes
Yes

All pricing data was obtained from a published web site as of 2/20/2017 and is believed to be accurate, but is not guaranteed. The StockBrokers.com staff is constantly working with its online broker representatives to obtain the latest pricing data. If you believe any data listed above is inaccurate, please contact us using the link at the bottom of this page.

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