Institutional Intelligent Portfolios®

Institutional Intelligent Portfolios® enables registered investment advisors like you to combine your wealth management expertise with the power of an automated investment management platform.

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Institutional Intelligent Portfolios® offers:

  • 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

Click here to see the list of funds available on the platform >

 

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View important information about rebalancing, tax-loss harvesting, and how we make money.

Build portfolios from thousands of ETFs or mutual funds

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.

Resources:

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Get your clients started with ease

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.

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Integrated with systems you already use

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.

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Feel confident working with Schwab

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.

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If you're not a client of Schwab Advisor Services™ and want to learn more, call 877-687-4085 or contact a local office.

(0520-0HJ0)

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 or SchwabFunds® and providing services relating to certain third-party funds 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 Charles Schwab Bank, SSB ("Schwab Bank") are eligible for FDIC insurance up to allowable limits per depositor, per account ownership category.

Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds, Laudus Funds, and Schwab ETFs. Schwab Funds and Laudus Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC. Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). CSIM and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation, and are not affiliated with SIDCO.

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Institutional Intelligent Portfolios® ("IIP") is a technology and service platform made available by Schwab Performance Technologies ("SPT") to independent investment advisors ("Advisors") who maintain a business relationship with Schwab Advisor Services™, a division of Charles Schwab & Co., Inc. ("Schwab"). IIP is used by Advisors to provide their clients with an automated investment management service. Schwab, a registered broker-dealer and member SIPC, provides custody, trading and support services. SPT and Schwab are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent from each other.

Charles Schwab & Co., Inc. and 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 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.