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Personal Capital vs Schwab Intelligent Portfolios Review

Brandon Reinkensmeyer

Published by Brandon Reinkensmeyer


Tuesday, July 18th, 2017

The StockBrokers.com 2017 Brokerage Review compares Personal Capital vs Schwab Intelligent Portfolios. Compare Personal Capital and Schwab Intelligent Portfolios trade commissions, fees and overall broker ratings by using the table below. Is Personal Capital or Schwab Intelligent Portfolios a better online broker?

Looking at both brokers, first we will take a look at the commission rates for both placing regular stock and options trades. Personal Capital and Schwab Intelligent Portfolios both cost $0 per trade. With options, the base fee is $0 for both Personal Capital and Schwab Intelligent Portfolios. Contracts at both of the brokerages are the same at $0 each. It should be noted that not every broker uses a flat rate stock trade fee structure, so it is important to read the full commission notes (head over to any online brokerage review page, then navigate to the "Commission Notes" section).

Alongside trade commissions, being able to trade the way you want is a must. Personal Capital and Schwab Intelligent Portfolios unfortunately do not provide clients with Stock Trading, Options Trading, Mutual Funds, Forex Trading and Futures Trading. When it comes to mutual funds, both Personal Capital and Schwab Intelligent Portfolios provide clients with access to total funds. Commission free ETFs can also be a nice plus, which is a wash in this comparison as both Personal Capital and Schwab Intelligent Portfolios offer funds.

Last but not least, by breaking down important features that each broker offers, we can really help to separate the two brokers. Neither broker offers virtual trading. For mobile trading, Neither Personal Capital nor Schwab Intelligent Portfolios supports the iPhone App, iPad App and Android App. Furthermore, some investors like to bank online, and multiple brokerages provide these services to clients. Unfortunately Checking Accounts, Savings Accounts, Debit Cards, Credit Cards and Mortgage Loans are not available at Personal Capital or Schwab Intelligent Portfolios . On the whole, when it comes to tools, research, and trading on the go, Unfortunately, neither Personal Capital nor Schwab Intelligent Portfolios received awards for Best in Class - Platforms & Tools, Best in Class - Research and Best in Class - Mobile Trading.

Overall, both Personal Capital and Schwab Intelligent Portfolios are rated 4.50 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
Personal Capital
Special Offer Personal Capital - Join for Free Learn More
Personal Capital Review
 
4.5
4.5
3
5
3
 
$25,000
0.89%
0.89%
0.89%
0.89%
0.89%
$3.6 Billion
varies
varies
varies
 
Yes
No
Yes
Yes
No
 
Yes
Yes
Yes
No
Yes
 
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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