Register on the INSTITUTIONAL INTELLIGENT PORTFOLIOS® Portal
Get started with ease
1. Answer a few straightforward questions to help determine your investor profile.
2. Complete the online account open and funding process.
3. We will reach out to review your account with you, plus make any adjusments
money is invested.
- Don’t worry! You don’t have to go it alone!
- We’re there to guide you every step of the way!
- Work with experienced financial professionals.
- Plan for your financial future with Mink Wealth Management.
Accessibility and Control
- Experience the ease of modern investing.
- Access your account(s), no matter where you are, 24/7 – 365*.
- Transfer money to and from your bank or outside investment accounts by
simply logging in (no advisor needed).
- View your statements and tax documents on demand.
Safety and security you expect
Learn more about
We have chosen Schwab as the custodian for your account to help protect
your assets and online information. During enrollment, you’ll be
asked to open an account with Schwab. Simply follow the instructions to
complete the account open process, and if you’re already a Schwab
client you can use your existing account credentials to complete enrollment
> Register by
*Dependent on mobile data or wi-fi access. In some venues or countries,
firewalls could prevent you from accessing the site. Unexpected failures
or interruptions in service could occur at any time.