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Have the designated signor for your firm email IIPsales@schwab.com or call 877-768-5280. An enrollment package that you can sign electronically will be sent to you within 2 business days.
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 Charles Schwab Bank, SSB are eligible for FDIC insurance up to allowable limits.
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 Charles Schwab Bank, SSB 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, SSB, 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 on the one hand and SPT, CS&Co. and their affiliates on the other are independent of, not affiliated with, sponsored, endorsed, or supervised by each other.