How do I access my account?
- There are a number of ways to access your account. Clients can access their accounts via the Institutional Intelligent Portfolios app that is available on ios and android devices. Or online at https://institutionalintelligent.schwab.com/client/#/login?return=%2Fpublic%2Fintelligent-advisor%2Fhome.html.
- Those that have Charles Schwab accounts outside The Cricket Company can also access their account by using their Schwab alliance login. From the account summary page, click on “Access Institutional Intelligent Portfolios site” to access The Cricket Company Account.