Become a Sustainable Investor In Just 4 Easy Steps:

Step 1:

Copy the Sustainfolio Advisor Program Key for the Portfolio you wish to invest in.

Core ESG Portfolio Advisor Program Key:

Environmental Impact Portfolio Advisor Program Key:

Social Impact Portfolio Advisor Program Key:

Governance Impact Portfolio Advisor Program Key:


Step 2:

Proceed to Institutional Intelligent Portfolios on Schwab.com by clicking the 'Continue' button below, and paste the Advisor Program Key from Step 1, into the box.


Step 3:

Answer a few straight-forward questions about your goals, time horizon and risk profile.


Step 4:

We’ll recommend a diversified sustainable portfolio that’s been pre-screened by our Sustainvest financial advisors that include low-cost ETFs (exchange traded funds) unique to your responses. You will be able to immediately begin investing, confident that your dollars are backing companies that are leading the way in sustainability.

Step 1:

Take note of the the Sustainfolio Advisor Program Key for the Portfolio you wish to invest in. You will need it for Step 2.

Core ESG Portfolio Advisor Program Key:

CKTB

Environmental Impact Portfolio Advisor Program Key:

ZK2F

Social Impact Portfolio Advisor Program Key:

C5C3 

Governance Impact Portfolio Advisor Program Key:

SVPV

Step 2:

Proceed to Institutional Intelligent Portfolios on Schwab.com by clicking the ‘Continue’ button below, and enter the Advisor Program Key from Step 1, into the box.

Step 3:

Answer a few straight-forward questions about your goals, time horizon and risk profile.

Step 4:

We’ll recommend a diversified sustainable portfolio that’s been pre-screened by our Sustainvest financial advisors that include low-cost ETFs (exchange traded funds) unique to your responses. You will be able to immediately begin investing, confident that your dollars are backing companies that are leading the way in sustainability.

If you have questions, you can always speak with our Sustainvest licensed investment advisor.
Sustainfolio is a fully-managed sustainable portfolio solution custodied at Charles Schwab and Co., a member of the SIPC (Securities Investor Protection Corporation).

By clicking the “Continue” button, you are 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.