Investors will soon be able to open individual, joint, IRA and revocable living trust accounts for as little as $5,000 that offer technology-driven automated portfolios, complete with investment advice — also automated. 

Charles Schwab Corp. announced that the automated investment advisory service, Schwab Intelligent Portfolios, will be available to retail investors in the first quarter of 2015; RIAs will be able to offer a white-label version “shortly thereafter.”

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