About Institutional Intelligent Port
Your advisor’s automated investment service, which utilizes Institutional Intelligent Portfolios® provides clients with convenient access to open, fund and view their account. For more information, review the features...
Your advisor’s automated investment service, which utilizes Institutional Intelligent Portfolios® provides clients with convenient access to open, fund and view their account. For more information, review the features below and talk with your advisor.
Features
• Complete the simple enrollment process from your desktop or mobile device
• Start investing in an ETF portfolio built by your advisor
• Maintain easy access to your account to view investments and performance
• Manage account using convenient features such as mobile check deposit
Sample screen shots are for illustrative purposes and do not necessarily portray actual or future investing results.
Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value
Please contact your independent investment advisor (“Investment Advisor”) directly for a copy of its disclosure brochure and privacy policy.
Institutional Intelligent Portfolios® is a technology and service platform provided to your Investment Advisor by Schwab Performance Technologies (“SPT”) and used by your Investment Advisor to provide its clients with an automated investment management service. Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, provides custody, trading and support services. Brokerage products, including the Schwab One® brokerage account, are offered by CS&Co. SPT and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation.
Investment Advisor on the on hand and SPT and CS&Co on the other are independent of each other and are not affiliated with, sponsored by, endorsed by, or supervised by each other. Your relationship is solely with Investment Advisor and not with either SPT or CS&Co. (0118-7J8S)
©2018 Schwab Performance Technologies. All rights reserved.
Previous Versions
Here you can find the changelog of Institutional Intelligent Port since it was posted on our website on 2016-12-23 20:11:06.
The latest version is 3.2.6 and it was updated on 2024-04-19 21:25:54. See below the changes in each version.
Institutional Intelligent Port version 3.2.6
Updated At: 2021-06-08
Changes: Minor bug fixes and small enhancements
Institutional Intelligent Port version 3.2.4
Updated At: 2020-08-20
Changes: Minor enhancements and bug fixes
Institutional Intelligent Port version 2.7.0
Updated At: 2018-03-06
Changes: - You can now edit your pending transfers within your Activity feed
Disclaimer
Official Google Play Link
We do not host Institutional Intelligent Port on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Google and passed their terms and conditions to be listed there. We recommend caution when installing it.
The Google Play link for Institutional Intelligent Port is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.
