Fidelity Investments
UnclaimedInvest, trade, and plan for retirement with low-cost accounts and guidance
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Alternatives
Charles Schwab alternatives
Products people use instead of Charles Schwab, with founder-run indie products first. Compare features, pricing, stack and revenue before you switch.
Charles Schwab Charles Schwab Unclaimed page 2 products
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Betterment
UnclaimedAutomated investing and cash management for individual investors
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Charles Schwab and its alternatives, feature by feature
As each team describes its own product. A dash means the team hasn't said.
| Feature | Charles Schwab | Fidelity Investments | Betterment |
|---|---|---|---|
| Automated investing | – | ||
| Retirement accounts | – | ||
| Self-directed investing | – | ||
| 529 education savings accounts | – | – | |
| Automatic portfolio rebalancing | – | – | |
| Custom portfolios | – | – | |
| Dividend reinvesting | – | – | |
| Fractional share trading | – | – | |
| Health savings accounts | – | – | |
| High-yield cash account | – | – | |
| Tax management | – | – |