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Institutional Intelligent Port

Institutional Intelligent Port at Mac App Store analyse

The Charles Schwab Corporation
2,512 ratings · Power index: 100
Version 3.2.4
Size 55.73 Mb
Updated 5 years ago
Released 01 Jul 2015

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Description

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) ©2020 Charles Schwab & Co., Inc. All Rights Reserved.

Estimates

Monthly Downloads > 2.2k
Est. Revenue ~ $900

Availability

Devices

iPad2Wifi iPad23G iPhone4S iPadThirdGen iPadThirdGen4G iPhone5 iPodTouchFifthGen iPadFourthGen iPadFourthGen4G iPadMini iPadMini4G iPhone5c iPhone5s iPadAir iPadAirCellular iPadMiniRetina iPadMiniRetinaCellular iPhone6 iPhone6Plus iPadAir2 iPadAir2Cellular iPadMini3 iPadMini3Cellular iPodTouchSixthGen iPhone6s iPhone6sPlus iPadMini4 iPadMini4Cellular iPadPro iPadProCellular iPadPro97 iPadPro97Cellular iPhoneSE iPhone7 iPhone7Plus iPad611 iPad612 iPad71 iPad72 iPad73 iPad74 iPhone8 iPhone8Plus iPhoneX

Pricing by country

Country Price
USA free