After you’ve talked with your advisor, you’ll walk through these three simple steps to complete your enrollment:
- Answer a few straightforward questions from your advisor to help determine your investor profile.
- Review your advisor’s recommended portfolio.
- 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.