Institutional Intelligent Portfolios® enables registered investment advisors like you to combine your wealth management expertise with the power of an automated investment management platform.
Explore our resources to learn about the platform – available only to registered investment advisors who custody at Schwab - and get started with your program. Once completed, you'll come back here to log in and manage your accounts.
Robust ETF or mutual fund portfolios—designed by you. Create a virtually unlimited number of portfolios that reflect your investment strategies and help meet the needs of your clients.
Advisor-branded digital experience for your clients. Customize with your logo, color theme and contact information, and use features such as co-browsing to collaborate with clients.
Automated rebalancing, tax-loss harvesting and client onboarding. Paperless onboarding and reporting with optional tax-loss harvesting, plus integration with other systems you already use.
Unmatched value to help you grow and serve clients efficiently. No platform fees charged to your firm, and no commissions or custody fees will be charged to your clients.
Supported by the strength of the industry's leading RIA custodian. Over 25 years serving advisors with the service, safety and security you depend on from Schwab.
Resource: Download Fact Sheet
You’re in the driver’s seat, building a suite of ETF or mutual fund portfolios according to your own investment philosophy. You can create your own investment strategies, define up to 45 asset classes, and set the asset allocations and drift parameters for each portfolio. In the event your strategy changes or the markets shift, you have flexibility to make adjustments as needed.
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Clients can start investing in your portfolios using a straightforward online enrollment process. First, they’ll answer a few questions to help determine their investor profile and complete the account opening process. Then, you’ll review the recommended portfolio and be able to make adjustments before you confirm and their money is invested.
Ongoing account management is easy and paperless, too. Whenever clients log in they’ll see the customized experience for your firm, and have automatic access to statements and performance reports.
This platform was built with your specific needs in mind, enabling you to integrate with many leading third party technology solutions so you can leverage the account data in other places such as your CRM or portfolio management tools. And, because assets in Institutional Intelligent Portfolios® are custodied with Schwab, these accounts are conveniently displayed in Schwab Advisor Center® and available through Schwab data downloads.
Schwab has been advocating and innovating on behalf of independent registered investment advisors (RIAs) for over 25 years, and Institutional Intelligent Portfolios® is just another way RIAs who custody with Schwab have the support they need to stay ahead of the curve.
Advisors working with Schwab can enroll today. If you’re not working with Schwab and would like to learn more, call Schwab Advisor Services™ at 877-687-4085 or contact a local office.
