“The key to making money in stocks is not to get scared out of them.” — Peter Lynch

smart investments

Institutional Intelligent Portfolios®

Welcome to automated investing, where our robo-advisor can help build and manage your portfolio.

Automated investing with human help when you need it.

  • Our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals.
  • 24/7 live support from U.S.-based service professionals.
  • Get started with as little as $5,000.

How Schwab Intelligent Portfolios works:

  1. Complete a short questionnaire to establish your goals, risk tolerance, and timeline.
  2. Get a diversified portfolio of ETFs chosen by experts.
  3. Our robo-advisor monitors your portfolio daily and automatically rebalances it as needed.

Visit the app store and search for Schwab Mobile

Get started with ease

After you’ve talked with your advisor, you’ll walk through these three simple steps to complete your enrollment:

  1. Answer a few straightforward questions from your advisor to help determine your investor profile.
  2. Review your advisor’s recommended portfolio.
  3. Complete the account open and funding process.

Your advisor will then review and make any adjustments before your money is invested.

Important Notice: You are now leaving the website of Johnson’s Global Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Johnson’s Global Advisors. Johnson’s Global Advisors is independent of and not owned by, affiliated with, sponsored or supervised by Schwab. Schwab has no responsibility for the content of Johnson’s Global Advisors website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

To get started, click ‘Continue’ below then enter Advisor Program Key ZD7Z.


Investing involves risk, including loss of principal. In addition to the normal risks associated with investing, international investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. Investments in smaller companies typically exhibit higher volatility.