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Frequently Asked Questions

Getting Started

How do I add money to my Schwab Intelligent Portfolios account?
Can I roll over my 401(k) or IRA?
How do I enroll an existing Schwab account into a Schwab Intelligent Portfolios account?
How long does it take for transactions to settle?
Can I make a partial withdrawal from my account?
If I transferred into Schwab Intelligent Portfolios from another Schwab account, does my beneficiary carry over?
How do I add a beneficiary to a retirement account?
How do I add a beneficiary to a taxable, non-retirement account?
How do I change my portfolio asset allocation?
As a Schwab Intelligent Portfolios Premium client, how do I schedule an appointment with a CERTIFIED FINANCIAL PLANNER™ professional?
How should I prepare for my appointment with a CERTIFIED FINANCIAL PLANNER™ professional?
How do I start creating my Schwab Intelligent Portfolios Premium plan?
What should I expect during an appointment with a CERTIFIED FINANCIAL PLANNER™ professional?

  • When you contact us, we're there 24/7.

    Any time you have questions, you can get in touch with a Schwab professional.

    855-694-5208