Institutional Intelligent Portfolios™ provides clients working with a dedicated advisor convenient access to open, fund and view their account. For more information, review the features below and talk with your advisor.
Features • Complete the simple enrollment process from your desktop or mobile device • Start investing in an ETF portfolio built by your advisor • Maintain easy access to your account to view investments and performance • Manage account using convenient features such as mobile check deposit
Sample screen shots are for illustrative purposes and do not necessarily portray actual or future investing results.
See the Institutional Intelligent Portfolios™ disclosure brochure, located at institutionalintelligent.schwab.com/disclosurebrochure, for important information.
Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value
Institutional Intelligent Portfolios™ is made available through independent investment advisors and is sponsored by Schwab Wealth Investment Advisory, Inc. (“SWIA”), a registered investment advisor. SWIA is an affiliate of Charles Schwab & Co., Inc. (“CS&Co.”) and a subsidiary of The Charles Schwab Corporation. Independent investment advisors and Schwab are independent of each other and are not affiliated with, sponsored by, endorsed by, or supervised by each other. (0815-5214)