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After you’ve talked with your advisor, you’ll walk through these three simple steps to complete your enrollment:

Get Started

Begin enrollment

Visit the app store and search for Institutional Intelligent Portfolios.

Get started with ease

After you’ve talked with your advisor, you’ll walk through these three simple steps to complete your enrollment:

  1. Answer a few straightforward questions from your advisor to help determine your investor profile.
  2. Review your advisor’s recommended portfolio.
  3. Complete the account open and funding process.

Your advisor will then review and make any adjustments before your money is invested.

Click-through a demo on how to enroll and open accounts

Safety and Security you expect

Your advisor has chosen Schwab as the custodian for your account to help protect your assets and online information.

During enrollment, you’ll be asked to open an account with Schwab. Simply follow the instructions to complete the account open process, and if you’re already a Schwab client you can use your existing account credentials to complete enrollment even faster.

Learn more about SchwabSafe®.


Brokerage Products: Not FDIC Insured ● No Bank Guarantee ● May Lose Value

Please contact your independent investment advisor ("Investment Advisor") directly for a copy of its disclosure brochure and privacy policy.

Institutional Intelligent Portfolios® is a technology and service platform provided to your Investment Advisor by Schwab Performance Technologies (“SPT”) and used by your Investment Advisor to provide its clients with an automated investment management service. Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, provides custody, trading and support services. SPT and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation.

The Sweep Program is offered by Charles Schwab Bank, member FDIC and an Equal Housing Lender.

Investment Advisor and SPT are independent of each other and are not affiliated with, sponsored by, endorsed by, or supervised by each other. Your relationship is solely with Advisor and not SPT.

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