STEP 2:
Click "Continue" to be directed to our custodian, Charles Schwab's website, for Account Opening and Investor Profile Questionnaire to determine your asset allocation.
Additionally, please do not forget to check your e-mail inbox for the Investment Advisory Agreement sent via SignNow.
Disclaimer: You are now leaving the website of The ProFolio Group, LLC (“Advisor”) and will be entering the website for Institutional Intelligent Portfolios™, an automated investment management service sponsored by Schwab Wealth Investment Advisory, Inc. (“SWIA”) and 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 SWIA or a solicitation of any offer to purchase or sell any security.
