Welcome to Institutional Intelligent Portfolios®

Log In
Phone icon

Visit the app store and search for Schwab Mobile1.

 

Apple App Store
Google play
meeting

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

Get started with ease

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®.

woman with computer
scroll50-dblclk
reii-genst
reii
genlp
(0721-1AHE)

Sample portfolio graph for illustrative purposes only.

1. Requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and your mobile connection limitations. Functionality may vary by operating system and/or device.

Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

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.

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

SPT, CS&Co and Charles Schwab Bank, SSB are separate companies affiliated as subsidiaries of The Charles Schwab Corporation whose products and services are independent from each other.

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.

Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.

Android and Google Play are trademarks of Google, Inc.

© 2024 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored.

Own your tomorrow logo