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Head-to-head · Robo-Advisor Apps

E*TRADE Core Portfolios vs Wells Fargo Intuitive Investor

  • Updated Oct 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score E*TRADE Core Portfolios #2 in Robo-Advisor Apps 9.0/10 From $1.50/yr ✓ 4 of 4 features Visit E*TRADE

E*TRADE Core Portfolios leads on 0 checks, Wells Fargo Intuitive Investor on 0, and 6 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreE*TRADE Core Portfolios · 9.0/10
  • Most featuresE*TRADE Core Portfolios · 4 of 4

E*TRADE Core Portfolios scores higher on our rubric for robo-advisor apps: 9.0 against 8.4 out of 10; our editors rank them #2 and #7.

On human advisor access, Wells Fargo Intuitive Investor gives you Optional where E*TRADE Core Portfolios offers None.

E*TRADE Core Portfolios is the better fit for investors seeking rebalancing and taxable-account tax tools. Wells Fargo Intuitive Investor is the better fit for investors seeking advisor access alongside automation.

  • E*TRADE Core Portfolios fits best

    Investors seeking rebalancing and taxable-account tax tools

  • Wells Fargo Intuitive Investor fits best

    Investors seeking advisor access alongside automation

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. How we rank.

Side by side

Feature E*TRADE Core Portfolios 9.0/10 Visit ↗ Wells Fargo Intuitive Investor 8.4/10 Visit ↗
At a glance
Editor score 9.0 8.4
Ranking #2 in Robo-Advisor Apps #7 in Robo-Advisor Apps
Best for Investors seeking rebalancing and taxable-account tax tools Investors seeking advisor access alongside automation
Pricing model Paid Paid
Starting price $1.5/yr Not checked yet
Free plan — —
Free trial — —
Deployment Cloud, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web, iOS, Android
Support Phone, Docs Phone
Built for Solo, Small business, Mid-market Solo, Small business
Features E*TRADE Core Portfolios 4/4 · Wells Fargo Intuitive Investor 3/4
Tax-loss harvesting ✓ ✓
Goal-based portfolios ✓ ✓
Retirement accounts ✓ ✓
Socially responsible option ✓ (best) Not checked yet
Specs
Minimum investment 500 $ 500 $
Human advisor access None Optional
Portfolio customization Limited Limited
Our review
Pros
  • Daily monitoring and automatic rebalancing help maintain portfolio allocations.
  • Tax-loss harvesting is available for enrolled active taxable accounts.
  • SRI/ESG and smart-beta ETF options add limited portfolio customization.
  • Daily monitoring, rebalancing, and dividend reinvestment
  • Optional tax-loss harvesting for eligible accounts
  • Individual, joint, trust, custodial, and IRA account types
Cons
  • A $500 minimum investment may put the service out of reach for some investors.
  • The 0.30% annual advisory fee is separate from underlying ETF expenses.
  • The program does not offer access to a human advisor.
  • Requires a $500 initial investment
  • Portfolio customization is limited
  • Advisor support is available by phone
Our verdict

E*TRADE Core Portfolios is an automated investment advisory program that recommends a diversified ETF portfolio from a questionnaire about goals, time horizon, and risk tolerance. It is aimed at investors who want a managed portfolio and…

Read the review →

Wells Fargo Intuitive Investor is an automated investment service for investors who want a portfolio aligned with a specific goal, risk tolerance, and time horizon. It uses exchange-traded funds and manages the account after recommending…

Read the review →
  1. E*TRADE Core PortfoliosRobo-Advisor Apps 9.0From $1.50/yr
  2. Wells Fargo Intuitive InvestorRobo-Advisor Apps 8.4Paid

Strengths and trade-offs

  • E*TRADE Core Portfolios — where it wins

    • Daily monitoring and automatic rebalancing help maintain portfolio allocations.
    • Tax-loss harvesting is available for enrolled active taxable accounts.
    • SRI/ESG and smart-beta ETF options add limited portfolio customization.

    Where it doesn't

    • A $500 minimum investment may put the service out of reach for some investors.
    • The 0.30% annual advisory fee is separate from underlying ETF expenses.
    • The program does not offer access to a human advisor.
  • Wells Fargo Intuitive Investor — where it wins

    • Daily monitoring, rebalancing, and dividend reinvestment
    • Optional tax-loss harvesting for eligible accounts
    • Individual, joint, trust, custodial, and IRA account types

    Where it doesn't

    • Requires a $500 initial investment
    • Portfolio customization is limited
    • Advisor support is available by phone
  • E*TRADE Core Portfolios9.0/10 · From $1.50/yr

    A managed ETF portfolio with daily monitoring, rebalancing, and optional tax-loss harvesting.

    Visit E*TRADEFull verdict →
  • Wells Fargo Intuitive Investor8.4/10 · Paid

    Goal-based automated portfolios with optional phone access to financial advisors.

    Visit Wells FargoFull verdict →

More comparisons

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update