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.
Please read the Institutional Intelligent Portfolios disclosure brochure for important information.
Intended for independent Registered Investment Advisors.
Schwab affiliates earn revenue from the underlying assets in Institutional Intelligent Portfolios™ accounts. This revenue comes from managing Schwab
ETFs™ and providing services relating to certain third-party ETFs that can be selected for the portfolio, and from the cash feature on the accounts. Revenue may also be received from the market centers where ETF trade orders are routed for execution.
Tax-loss harvesting is available for clients with invested assets of $50,000 or more in their Institutional Intelligent Portfolios account. Clients must be enrolled to receive this service.
Cash Balances held in the Sweep Program at Schwab Bank are eligible for FDIC insurance up to allowable limits.
Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
Institutional Intelligent Portfolios™ is an ETF program made available through independent investment advisors that maintain a business relationship with Schwab Advisor Services™. The program 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.
Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products, including the Schwab One® brokerage account, are offered by Charles Schwab & Co., Inc., Member SIPC. Deposit and lending products are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender.
Schwab Advisor Services™ serves independent Investment Advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc., Member SIPC.
Independent investment advisors and Schwab are independent of, not affiliated with, sponsored, endorsed, or supervised by each other.
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