Narrator: We'll recommend a portfolio based on your responses, and we'll track your progress against the goal you've set. Narrator: You'll tell us your initial investment amount, and how much you think you'll save every month.Ī personalized circle graph details a suggested personal portfolio. Narrator: Then you'll answer a few questions.Ĭlient selects demographics and specific goals. Under question about understanding of stocks, bonds, and ETFs, cursor selects "good," then "Next." Narrator: When you set up your account, you'll choose your goal for this account. Cursor selects "prepare for retirement" and "Next." Screengrab of Intelligent Portfolios page asking about goals for the account. Narrator: With Schwab Intelligent Portfolios, saving for your retirement can be easier. Screengrab of the Schwab Intelligent Portfolios® page. Onscreen text: Am I on track to save for retirement? I'm setting money aside, but I worry if I'm on track. Woman: I want to save for retirement, but my life is busy, so I don't really have time to think about it. Overlapping sine waves appear, then form an antenna tower, which transforms into a balance scale that shifts into balance.Īnimated brunette appears shoulders up framed within a circle. Narrator: …Schwab Intelligent Portfolios uses an advanced algorithm to build, monitor, and rebalance your portfolio so you don't have to. Narrator: Created with the professional insight of Charles Schwab Investment Advisory…Ī circle graph illustrates components of fixed income, cash, commodities, and stocks strategies. Narrator: Schwab Intelligent Portfolios® is an automated investment advisory service that can make it easier to save for any goal.
Narrator: Some goals can be hard to plan for, but making a plan and sticking to it generally leads to greater financial success. The waves calm down and a sun appears on the horizon.
The line forms a sailboat bobbing on the waves.
Male narrator: We all have goals, ambitions, things we'd like to do or have one day. A single line forms the shape of a house and a tree another line forms a cloud.
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