What's New: Automated Investing

Schwab Advisor Center® has digital tools and resources to help you onboard new relationships, support your clients, and scale your business. Below you can learn about the latest enhancements and resources, or explore recent updates by clicking on a topic.

Automatic mutual fund investing made easy

We have launched the new Mutual Fund Automatic Investing Plan digital experience on Schwab Advisor Center, delivering a modern approach to managing dollar-cost averaging for mutual funds. The platform provides a fully digital experience, eliminating the need for a paper application, verbal instructions, and service requests to enroll or make changes to your clients’ systematic investing or redemption needs. The new feature delivers:

  • A streamlined digital approach to establishing new or to change current instructions—eliminating paper
  • New investment frequencies
  • An easy way for investors to establish sell-side transactions and date flexibility
  • Support for systematic redemptions
  • A reduced transaction fee of $10 or a maximum of 8.5% of principal for mutual funds on the Reduced Transaction Fee list

No Transaction Fee funds will continue to have no commission fee for trades executed through the Mutual Fund Automatic Investing Plan platform.

Dollar-cost averaging instructions have automatically converted to the Mutual Fund Automatic Investing Plan platform, so no action on your part is required. For more information, please visit the Trading page on Schwab Advisor Center and select Automatic MF Investing from the menu or click here for an overview of the platform.

May 2023 (0523-3W3X)

For institutional use only—not for further distribution.
This material may not be forwarded or made available, in whole or in part, to any party who is not a financial professional.
Periodic investment plans (dollar-cost-averaging) do not ensure a profit and do not protect against loss in declining markets.
Please see the pricing guide for additional information.
Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc., 211 Main Street, San Francisco, CA 94105
©2023 Charles Schwab & Co., Inc. ("Schwab"). All rights reserved. Member SIPC.

Institutional Intelligent Portfolios is now on Schwab Mobile

To bring you and your clients the most secure and advanced mobile technology Schwab offers, we recently integrated the Institutional Intelligent Portfolios mobile experience with Schwab Mobile.1

The new experience on Schwab Mobile is customized for your clients who have  Institutional Intelligent Portfolios accounts and features an improved, made-for-mobile interface. Your firm’s branding and contact information are prominent, with a new Contact Your Advisor screen, and clients can now access their Institutional Intelligent Portfolios accounts and traditional Schwab accounts all in one place. Client logins remain the same.

We plan to retire the standalone Institutional Intelligent Portfolios app mid-October. Clients who still use the standalone app will see a message encouraging them to download and use Schwab Mobile. 

This change affects only the mobile experience; the Institutional Intelligent Portfolios website experience that you and your clients know and trust will remain unchanged. The mobile app migration will have no impact on the website-based investor onboarding experience.

For details about the improved Institutional Intelligent Portfolios mobile experience, please view our app migration FAQ.

October 2021 (1021-1K1T)


1. Requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and mobile connection limitations. Functionality may vary by operating system and device.

Your firm's branding and contact information are easily accessible to your clients in the new mobile experience. The updated experience also features new portfolio views like Positions and Gain/Loss.


For advisor use only. For general educational purposes.

Any investments reflected are for illustrative purposes only and are not intended to be nor should they be construed as a recommendation to buy, sell, or continue to hold any investment. Screen shots are for illustrative purposes only, may be historical in nature, and should not be used as a basis for any investment decision.

Schwab Advisor Services™ includes the custody, trading, and support services of Charles Schwab & Co., Inc. (“Schwab"), a registered broker-dealer and member SIPC, and the technology products and services of Performance Technologies, Inc. (“PTI”). PTI and Schwab are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at Schwab.

API integration is available through Schwab OpenView Gateway®, which is provided by PTI. Single sign-on is provided by PTI. Daily data files and trading integration are available through Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Performance Technologies® ("SPT") provides technology solutions to independent investment advisors, while Schwab provides them and their clients with custody, trading, and related 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.

Schwab Advisor Portfolio Connect™ is a product of SPT.

Institutional Intelligent Portfolios (“IIP”) is a technology and service platform made available by SPT to independent advisors who maintain a business relationship with Schwab Advisor Services.

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 affiliates earn revenue from the underlying assets in Institutional Intelligent Portfolios® accounts. This revenue comes from managing Schwab ETFs™ or Schwab Funds® 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 are eligible for FDIC insurance up to allowable limits per depositor, per account ownership category.