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Passive Portfolios
for Active Savers is a Robo-Advisor that combines the investment strategy and account aggregation tools of Index Fund Advisors with the Institutional Intelligent Portfolio™ platform powered by Schwab Wealth Investment Advisory, Inc. With a minimum of only $5,000 to get started, you’re provided access to advanced automated investment technology and eMoney – a digital account dashboard and organizer where you can track your assets, liabilities, income, spending
and much more.

Institutional Intelligent Portfolios

Get Started With Ease

  • Answer a few straightforward questions to help determine your investor profile.
  • These questions are carefully crafted to match you with the right portfolio.
  • Review our recommended portfolio of ETFs.
  • Complete the account open and funding process.
  • Monitor Performance.


Mobile Friendly Asset Management

  • Track your assets, liabilities, income, and spending across all of your investments.
  • View checking, credit cards, mortgages, 529 Plans, 401k Plans, loans, and insurance accounts.
  • Keep track of net worth.
  • Review your investments.
  • Monitor your spending.
  • Review transactions.
  • Store all of your important documents in a secure online vault, such as tax returns, wills, deeds, trusts, power of attorneys, marriage license, and property title.