How do I establish accounts at Schwab?

Once you have returned the CCM Client Profile document, we can use it to assist with the necessary documents to establish accounts at Schwab Advisor Services (see getting started for next steps). 

We can forward Schwab account documents via email, fax, overnight, or U.S. mail. In most cases, we can highlight the forms to simplify the process for you. The Schwab account forms can be returned to us via email, fax, overnight or U.S. mail.

We work with Schwab to get the necessary accounts established for you. You can request the CCM Client Profile document via email.

Schwab Advisor Services, a division of Charles Schwab & Co., Inc., is a leading provider of custodial, operational and trading support for independent investment advisors.