QFA Intelligent Portfolios
Institutional Intelligent Portfolios™ is engineered for the beginner investor who does not have a lot of assets, the time or inclination to manage a portfolio, and cannot justify using a full time registered investment advisor, but would still prefer direction with their investments.
STEP TWO: QFA IP Registration
STEP THREE: IA Agreements For IP By State
All clients interested in Institutional Intelligent Portfolios™ will be required to fill out an IP IA agreement.
- Discretionary QFA IP IA Agreement (DC)
- Discretionary QFA IP IA Agreement (MD)
- Discretionary QFA IP IA Agreement (FL)
- Discretionary QFA IP IA Agreement (PA)
- Discretionary QFA IP IA Agreement (Other)
QFA Program Key Is: H486
To get started, please copy the 4 digit QFA Program Code above. Then click the button "Institutional Intelligent Portfolios™." View the important notice and proceed to the Institutional Intelligent Portfolios™ website. Go to the upper right hand corner and click "Get Started," then scroll down and paste the program key into the allotted box.
Fund your account with a minimum of $5,000, set up a direct deposit, and you will have access to not only Institutional Intelligent Portfolios™, but to a series 65 registered investment advisor.
As your portfolio grows in value, you may choose to upgrade your service to working with a dedicated financial advisor for a more personalized relationship. For further information feel free to contact us.