HT Partners LLC offers automated model portfolios by managing diversified portfolio construction using ETFs from various fund families. The portfolios will hold Exchange Traded Funds (ETFs) and a cash allocation.
HT Partners LLC provides a paperless account opening and funding experience. It only takes a few minutes via website or mobile app to establish a discount brokerage account at Charles Schwab & Company and an advisory relationship with HT Partners LLC. Clients will complete a basic investor risk profile on the Schwab Intelligent Portfolio enrollment website which will then be mapped to an model portfolio. Prior to implementation, HT Partners LLC will review the basic risk profile and model portfolio results. Upon approval, the funds will be invested.
HT Partners LLC is the client’s investment advisor and is solely responsible for determining the appropriateness of the model portfolio offering for the client, choosing a suitable investment for the client’s investment needs and goals, and managing that portfolio on an ongoing basis.
The Paperless Process
- Click GET STARTED which will direct you to the Schwab Intelligence Portfolios interface.
- Click CONTINUE and Enter Advisor Program Key: XLWD
- Complete enrollment and funding for your new account.
- You will receive two notifications from HTIQ using the DOCUSIGN electronic delivery service.
- Review and electronically sign the Investment Management Agreement.
- Once you have electronically signed the HTIQ documents, your account will be reviewed and accepted.
