Open a New Schwab IIP Account

As Easy As 1, 2, 3.

Over Here

Go to Schwab's Institutional Intelligent Portfolios Home page and click "Get Started"

Look for the blue button on the left side of the page.

Call us to get the 4 digit Advisor Program Key from us if you don't have it: (805) 963-6181

Answer a few questions to design your personal portfolio.


"what's your understanding of stocks?"

"when you hear risk, what do you think of?"

... then review the recommended portfolio.

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[For New Users] Create a Schwab profile.

In 10 minutes (or less) you can set up your account.

... Now fund the account.

That's it!

Email us to let us know that you've finished, or tell us if you have any questions.