Partnership Disclosure
We might be compensated by one of our IRA partners for an account you open through our platform. This helps us keep the rollover service free, but it never impacts the fees you’ll pay on your new account. We only win if you do, and our job is to help you simplify your retirement accounts. We also help people who already have an IRA account even though we might receive no compensation in these situations—because it’s just the right thing to do!

Fidelity Go IRA vs Schwab Intelligent Portfolios IRA

Fidelity Go is a great option if you want an automated portfolio from one of the biggest brands in finance with solid customer support and reasonable fees.

Consider Schwab Intelligent Portfolios if you want an automated IRA with no management fee and a wide range of portfolio options.

Fidelity

Fidelity

Automated

Best if you want
An automated portfolio from one of the biggest brands in finance with solid customer support and reasonable fees.
Fees
0.35%
What they invest in
All digital advisors create a diversified portfolio of ETFs (Exchange-traded funds) based on your risk tolerance and preferences.
Limitations
Your portfolio will mainly have Fidelity funds in it, but Fidelity's management fee covers the cost of those funds so you'll only pay one all-in fee.
Human advisor available?
Not at this time.
Account Minimums
$0
Ease of Use
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4 stars
Customer Support
Online, call center, and branches.
Charles Schwab

Charles Schwab

Automated

Best if you want
An automated IRA with no management fee and a wide range of portfolio options.
Fees
0%
What they invest in
All digital advisors create a diversified portfolio of ETFs (Exchange-traded funds) based on your risk tolerance and preferences.
Limitations
Schwab's automated IRA has a $5,000 account minimum which is a little higher than other providers, but comes with 24/7 human support.
Human advisor available?
Yes, the Schwab's Premium Intelligent Portfolios offering; requires $25,000 minimum balance and costs $30 a month in addition to a $300 one time planning fee
Account Minimums
$5,000
Ease of Use
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4.5 stars
Customer Support
Online, call center, and branches.
Ready to take control of your assets?
Capitalize helps you consolidate your old 401(k)s by rolling them into an IRA of your choosing. Use an existing IRA if you have one, or we’ll help you open one if you don’t.
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Ally

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Compare Schwab Intelligent Portfolios to another IRA product

Charles Schwab

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