During the Covid-19 shutdowns, all appointments will be via phone. We regularly are checking emails and can be reached at info@sustainvest.com.

Hi there!

You’re just 3 steps away from becoming a sustainable investor.

  1. Enrollment is easy - go to Institutional Intelligent Portfolios by clicking the 'Continue' button below. Then, click their 'Get Started' button and enter our Advisor Program Key, CKTB
  2. You’ll answer a few straightforward questions about your goals, time horizon and risk profile.
  3. We’ll recommend a portfolio based on your responses. From there it’s easy to log in and fund your new Sustainfolio account.

You are now leaving the website of SustainFolio ("Advisor") and will be entering the website for Institutional Intelligent Portfolio®, 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 Portfolio® 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.
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