Risk Based Portfolios Managed by Strategic Income Group
To open an account, you will be re-directed to the Schwab Intelligent Portfolios application at https://institutionalintelligent.schwab.com/
Daytime (480) 466-7070 • After Hours / Weekends: (877) 805-3399
- Fully automated investment advisory service.
- Powered by sophisticated technology that provides investment advice and builds portfolios of up to 20 asset classes.
- Automatically monitors and rebalances your portfolio.
- Can work to reduce your taxes with tax-loss harvesting.
Creating Your New Account:
1) When You Reach the Schwab Site Click or Tap the “Get Started” Button
2) On the Next Screen Enter the Strategic Income Group Advisor Program Key “X13C” and Click or Tap Continue
3) Follow Screen Prompts to Complete Your Registration