Follow The Steps Below
- Click "Proceed" to get started.
- When prompted, you will need to input the Advisor Program Key: 6SCB
- Answer a few questions to determine your risk profile.
- Review your recommended portfolio.
- Complete the account opening process, including Advisory Agreement and Funding.
Enter this Program Key on the next page:
Notice: You are now leaving the website of Keystone Financial Group ("Advisor") and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Advisor. Advisor is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Advisor’s 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.