ONLINE ACCESS AND DEDICATED SUPPORT

Schwab Advisor Services, a division of Charles Schwab & Co., Inc., is a leading provider of custodial, operational and trading support for independent investment advisors. Using Schwab as primary custodian, Ciovacco Capital Management, LLC has access to a wide range of products and support to help investors reach their financial goals, including:

  • Full range of investment strategies and trading services
  • Technology and service support
  • Safeguards designed to protect assets
  • Strict ethical business practices

Services Available To CCM Clients Via Schwab

As a client of Ciovacco Capital Management and Schwab Advisor Services, you have access to an exclusive premium package of services delivered through a customized web site and a dedicated service team. With one simple phone call and no additional fees, CCM clients, via Schwab Advisor Services, can enjoy 24/7 online access to their accounts, market information, real-time stock quotes, transaction histories, and much more. CCM clients can also call a dedicated Schwab Alliance service team developed exclusively for clients of advisors at 800.515.2157 for assistance with account information or routine transactions. Schwab Alliance representatives are available from 8:30 a.m. to 7:00 p.m. ET. 

How Do I Sign Up For Internet Access?

The easiest way to access your accounts at www.schwaballiance.com is to call your dedicated Schwab Alliance team at:

  • 1-800-515-2157

Monday - Friday, 8:30 a.m. to 7 p.m. ET; tell them you want to sign up for Internet access to your accounts. They will be happy to help you get started.

Benefits

View your accounts online day and night and receive professional support through Schwab Alliance. This premium suite of services includes Schwab's award-winning technology, real-time data and a dedicated support team to complement your relationship with CCM, including the following online features:

  • Real-time balances and positions
  • Electronic delivery of trade confirmations and regulatory documents
  • Cash management tools
  • Trade order status
  • Schwab Bank services

How To Reduce Paper Mailings

This PDF file provides instructions on how to set up eDelivery.  If you go paperless, you may also be eligible for reduced Schwab trading commissions. 

Schwab Customer Service - Ready To Help You

If you have a question, such as how do I make a deposit or reorder checks, call your dedicated Schwab Alliance team at:

  • 1-800-515-2157

Monday - Friday, 8:30 a.m.-7 p.m. EST.