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Do It Yourself

On the next page, you’ll begin building your Zacks Advantage portfolio. You’ll do so BEFORE you invest, so there’s no obligation. You’ll have the option to create an account once you’re satisfied with your portfolio.


You are now leaving the website of Zacks Advantage 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 Zacks Advantage. Zacks Advantage 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. The 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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