Head-to-head · Robo-Advisor Apps
E*TRADE Core Portfolios vs Wells Fargo Intuitive Investor
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
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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 | ||
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| Cons |
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| 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 → |
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
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- Wealthfront vs Wells Fargo Intuitive Investor
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- E*TRADE Core Portfolios vs Betterment
- E*TRADE Core Portfolios vs Wealthsimple Managed Investing
- E*TRADE Core Portfolios vs Merrill Guided Investing
- Questwealth Portfolios vs Wells Fargo Intuitive Investor
All Robo-Advisor apps comparisons → · Full ranking →
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update
