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To begin enrollment, copy or write down your Advisor Program Key: 96FD
Click the START button below then click "Get Started" on the following page. Enter your 4 digit code when pompted.
You are now leaving the website of Summit Financial Wealth Advisors 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. 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.
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