Screenshots

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.

What's New

Version 2.7.0

- You can now edit your pending transfers within your Activity feed

Ratings and Reviews

Wonderful

ifones_rock

What a great app and I love working with my advisor using Schwab Institutional Intelligent Portfolios. It's the wave of the future for getting professional help with your investments. The app is high tech with a great interface.

Fail

This is a very terrible app...

Keeps failing to log me in. Fix it please?

Information

Seller
The Charles Schwab Corporation
Size
49.2 MB
Category
Finance
Compatibility
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
©2018 Schwab Performance Technologies. All rights reserved.
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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