Opening an Investment Account with Beacon Pointe
Whether setting up your very first investment or retirement account, assisting children with their financial futures or in need of a tech-forward, easily accessible investing platform, Beacon Pointe is here to help you achieve your investment goals and objectives.
We’re grateful to be introduced, and would be honored to have you as a client.
Young investors looking to open their first investment or retirement account.
Parents looking to champion their children’s financial futures.
Investors in need of a tech-forward, user-friendly approach to investing.
Let’s get you started on your journey to financial freedom.
Please, read on…
To get started, go to the Institutional Intelligent Portfolios™ website by clicking the button below. From there, enter Beacon Pointe’s unique program key to gain access to our customized portfolios after you wrap up your account setup.
Our unique Beacon Pointe program key that you will need to setup your account is YWH2.
Upon enrollment, you will be asked to open an account with Charles Schwab in order to safeguard your assets held within your Institutional Intelligent Portfolios™ investment account. Simply follow the instructions prompts to complete the account opening process; if you already maintain a brokerage account(s) at Charles Schwab, you can use your existing account credentials to complete enrollment.
An Inside Look at Your Investment Experience
For Illustrative Purposes Only
Our automated investment program is available to our clients who open or maintain brokerage account(s) at Charles Schwab & Co., Inc. (“CS&Co”), an affiliate of Schwab Performance Technologies® (“SPT”). Through Beacon Pointe’s program, we provide our clients with a range of investment strategies. Each investment strategy consists of a diversified portfolio of exchange-traded funds, as well as an FDIC-insured cash allocation. We have contracted with SPT to provide us with the technology platform and related trading and account management services for our program. This platform enables us to make our investment program available to clients online and includes a system that automates certain key parts of our investment process, such as determining your investment objectives, risk tolerance, an appropriate investment strategy, and managing your portfolio through automated rebalancing. We custom create our investment strategies and portfolio allocations by choosing from among hundreds of ETFs that are available on the CS&Co trading platform.
Important Disclosures: These materials have been independently produced by Beacon Pointe Advisors. Beacon Pointe Advisors is independent of, and has no affiliation with, Schwab Performance Technologies® (“SPT”), Charles Schwab & Co., Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials, nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios® is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like Beacon Pointe Advisors. Beacon Pointe Advisors, not Schwab, is responsible for advising you on its program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.
