Invest confidently with iDirect™. Just a few clicks, a quick online questionnaire, and you're connected with a diversified portfolio, thoughtfully crafted by our seasoned financial advisors.

Experience Meets Innovation

Peace of mind comes standard. Alongside the wisdom of your 1900 Wealth advisor, enjoy direct access to your financial portfolio anchored securely with Charles Schwab & Co., Inc. using Schwab Performance Technologies®.

Smart, Affordable Investing

Maximize your money’s potential. Bid goodbye to commissions and transaction fees. Lean into portfolios curated with cost-effective index-based funds. iDirect™ is your key to high-value, low-cost investing.

Tailored for You

We’re keen on understanding you. Our succinct online survey delves into your financial objectives, comfort with risk, and investment timeline.

Simplified Selection

Your inputs guide us to the ideal investment portfolio, meticulously aligned to your financial goals.

Always Available

Launch your account with cash or asset transfers. Questions? Our team is always there to guide and assist.

Experience Matters, It's Right Here.

Your dedication to your financial future deserves the best. With iDirect™, harness the prowess of 1900 Wealth’s investment expertise, merged with a cost-efficient powerhouse platform. Welcome to an investment journey sculpted distinctly for you.

Embark now via the Institutional Intelligent Portfolios™ website.

These materials have been independently produced by 1900 Wealth. 1900 Wealth is independent of, and has no affiliation with, Schwab Performance Technologies®, (“SPT”), 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 PortfoliosTM is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like 1900 Wealth. 1900 Wealth, 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. Jefferson Bank, Member FDIC. Equal Housing Lender *1900 Wealth is not a CPA firm. Deposit products offered by Jefferson Bank, Member FDIC. Equal Housing Lender NMLS# 597833
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