Open an account in six easy steps

We want to make opening an investment account a breeze, so we’ve laid out the six steps of enrollment, below. After completing your investor profile, you will open a brokerage account with our chosen custodian, Charles Schwab & Co., Inc. (CS&Co.)  We have chosen to work with CS&Co. as custodian for your account because they are a leading provider of low-cost trades and they provide SchwabSafe®, a collection of security measures designed to keep your personal and financial information safe online.

Wealthjar is not a broker-dealer [we don’t make money on trades], so you can rest assured that we have your best interests in mind at all times. Wealthjar portfolios are held in your individual brokerage account at Charles Schwab & Co., Inc., an affiliate of Schwab Wealth Investment Advisory Inc., so you can feel confident your personal and financial information is protected.

1. Enroll online or on your mobile device

To get started, scroll to the bottom of this page & click Continue. You will be directed to where you can begin enrollment.

2. Enter our Advisor Program Key

Traditional Program Key: Y7SX

ESG Investing Program Key:  WWXJ

3. Complete your investor profile

Answer a few straightforward questions about your risk tolerance and time horizon.

4. Review your recommended Portfolio

You will have the opportunity to make slight adjustments according to the amount of risk you want to take on.

5. Open your individual brokerage account with our chosen custodian, Charles Schwab & Co., Inc.

Create a username and password to access your account. You will also need to provide some personal information to complete the application. Learn more about why we have chosen to work with Charles Schwab & Co., as custodian for your account, here.

6. Fund your account

Add funds to your new account with cash. You can transfer cash via wire, check, or mobile deposit. Or, if you already have assets held at Charles Schwab & Co., Inc., you can transfer cash from one of your other accounts.

IMPORTANT NOTICE: You are now leaving the website of Wealthjar Investment Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Advisor. Advisor 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. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.


These materials have been independently produced by Wealthjar Investment Advisory (“Wealthjar”). Wealthjar is independent of, and has no affiliation with, Schwab Wealth Investment Advisory, Inc. (“SWIA”), 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 sponsored by SWIA and available exclusively through independent investment advisory firms like Wealthjar. Wealthjar, not Schwab, is responsible for advising you on the 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.