Mesirow SMART Portfolios® is powered by state-of-the-art technology from Charles Schwab. Simply follow the steps below and you will be on your way to taking control of your financial future.
1. Use the link below to get started. When prompted, you will need to input the Advisor Program Key: XNSS.
2. Answer a few questions to determine your risk profile.
3. Review your recommended portfolio.
4. Complete the account opening process, including Advisory Agreement and Funding.
Once you have completed the steps above, and BEFORE your money is invested, Mesirow Financial will review your selected portfolios and recommend adjustments if necessary.
Get started! Advisor Program Key: XNSSInstitutional Intelligent Portfolios™