FAQ - MAIN MENU

WHAT IS THE FASTEST WAY FOR NEW CLIENTS TO GET STARTED?

If you prefer to get set up with CCM and Schwab quickly:

  • You can open new Schwab accounts online using these instructions. 
  • Once you have established your Schwab accounts online, you can email us stating "I have already opened Schwab accounts.  Please send me a fast track CCM client profile and any other documents to get started."  
  • You can initiate account transfers to fund your new Schwab accounts:
    • Use your Schwab Login ID and Password to sign into Schwab.com 
    • Once you are logged into Schwab, use this link for instructions to transfer accounts from other custodians.
    • More information about funding accounts can be found on this Schwab page.

QUESTIONS ABOUT GETTING STARTED WITH SCHWAB

fast-start-open-accounts.jpg

If you have any questions about opening new accounts online with Schwab or initiating account transfers, you can call

Schwab at 866-855-9102

We are always happy to help in any way, but we also respect some people prefer to take the ball and run with it.  

CCM CONTACT INFO

FAQ - GETTING STARTED