Automated Investing

Unmatched value now means no platform fee for your firm

As part of our commitment to giving advisors best-in-class technology and world-class support, Institutional Intelligent Portfolios® will no longer charge a platform fee to advisors who custody with Schwab, regardless of AUM. Client accounts will continue to be free of commissions and custody fees.

In addition to eliminating the platform fee, we've made several recent enhancements to the platform, including the ability to select your clients' portfolios instead of using a questionnaire, digital conversion of your clients' accounts into Institutional Intelligent Portfolios accounts, and the availability to offer either ETF or mutual fund portfolios to your clients.

For more information about Institutional Intelligent Portfolios, contact the service team at 877-768-5280 or email

May 2020 (0520-0PK0)

Clients can approve Institutional Intelligent Portfolio® accounts with a few taps on their devices, no paperwork required

Now, you can use a fully digital process to convert existing Schwab brokerage accounts into Institutional Intelligent Portfolios® accounts, no paper, faxing, or wet signatures required.

Using tools that are similar to the recently introduced digital account open workflow, you can initiate the account conversion process in minutes, and send the request to your clients for their approval with a few taps on their mobile devices or desktops.

The system lets you choose from any of the portfolios you have set up for your firm’s clients, and the entire process is protected by Schwab’s advanced security. Many firms may wish to leverage this functionality to make it more scalable to serve legacy accounts, or to offer service to new segments.

To learn more about converting your clients’ Schwab brokerage accounts into Institutional Intelligent Portfolio accounts, view our account conversion guide .

Interested in getting started with our automated investing offer? View our Getting Started Guide , contact the service team at, or view a video to learn more.

September 2019 (0919-9ZTG)

Mutual fund and more customization added to Institutional Intelligent Portfolios®

We’ve added more ways to expand and customize the suite of portfolios you offer your clients. Recent enhancements to Institutional Intelligent Portfolios include:

  • The availability to offer mutual fund OR exchange-traded fund portfolios to your clients .
  • More customization options to enable you to build a virtually unlimited number of model portfolios .
  • Ability to modify the rebalance drift threshold for each asset class.
  • Addition of Inherited IRA accounts for an individual or minor beneficiary.

Questions? Use the Getting Started Guide to help build additional portfolios using these new features, or contact the service team at or 877-768-5280.

December (1218-8FPD)

Now you can easily open accounts for your clients online

With digital account open it's easier than ever for you to electronically:

  • open client brokerage, IRA and trust accounts
  • select investment strategies
  • add your own documents

Once the new account set up is complete, your clients receive an email to review, digitally confirm, and approve the pre-filled account details you entered.

Clients can view the portfolio allocation but cannot make changes.

You can work with your Firm Security Administrator (FSA) to receive access.

More information is available in the Digital Account Open User Guide. Contact for a copy.

Digital account open is expected to be available for other types of accounts later this year.

June 2018 (0518-8CF6)