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: