Follow these steps to open your iFolios Direct account with Charles Schwab. You can do this yourself, directly, or call us at (970) 429-1100 and we’ll be happy to walk you through it. The whole process only takes about 15 minutes.
When you’re ready to sign up, you’ll click on the link, below. You’ll be routed to Schwab’s Institutional Intelligent Portfolios (IIP) platform to begin the process. But first, please read the steps below so you know what to expect.
Step 1: When you click on the IIP link, below, you’ll be directed to the Schwab IIP website. Click on the Get Started link.
Step 2: Enter the Ryan Investments “Advisor Program Key” which is QS6P. You might want to write that down now.
Step 3: Complete the short Questionnaire. It helps us assess your objectives, risk tolerance, and the recommended iFolios model.
Step 4: Next you’ll open your new account at Schwab. Enter the requested information or log on if you’re already a Schwab client.
Step 5: You’ll then be asked how you want to fund your account. You can only fund it with cash, so you may need to liquidate holdings.
Step 6: Once your account is funded, we’ll start investing your new iFolios according to the model selected within a few days. That’s it!
Click here to open your iFolios Direct account now: