You are using an outdated browser. Please upgrade your browser to improve your experience.
Institutional Intelligent Port

Your advisor’s automated investment service, which utilizes Institutional Intelligent Portfolios® provides clients with convenient access to open, fund and view their account

Your advisor’s automated investment service, which utilizes Institutional Intelligent Portfolios® provides clients with convenient access to open, fund and view their account

Institutional Intelligent Port

by The Charles Schwab Corporation
Institutional Intelligent Port
Institutional Intelligent Port
Institutional Intelligent Port

What is it about?

Your advisor’s automated investment service, which utilizes Institutional Intelligent Portfolios® provides clients with convenient access to open, fund and view their account. For more information, review the features below and talk with your advisor.

Institutional Intelligent Port

App Details

Version
2.10.1
Rating
NA
Size
52Mb
Genre
Finance Business
Last updated
October 17, 2018
Release date
July 1, 2015
More info

App Screenshots

Institutional Intelligent Port screenshot-0
Institutional Intelligent Port screenshot-1
Institutional Intelligent Port screenshot-2
Institutional Intelligent Port screenshot-3
Institutional Intelligent Port screenshot-4

App Store Description

Your advisor’s automated investment service, which utilizes Institutional Intelligent Portfolios® provides clients with 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.



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. Brokerage products, including the Schwab One® brokerage account, are offered by CS&Co. SPT and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation.

Investment Advisor on the on hand and SPT and CS&Co on the other are independent of each other and are not affiliated with, sponsored by, endorsed by, or supervised by each other. Your relationship is solely with Investment Advisor and not with either SPT or CS&Co. (0118-7J8S)

©2018 Schwab Performance Technologies. All rights reserved.

Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to [email protected] and your information will be removed.