Open a New Schwab IIP Account
As Easy As 1, 2, 3.
Answer a few questions to design your personal portfolio.
Like,
"what's your understanding of stocks?"
"when you hear risk, what do you think of?"
... then review the recommended portfolio.
[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.