I already have Schwab accounts; Can YOU manage them?
Yes, we can use a Schwab Limited Power Of Attorney (LPOA) form to link your existing accounts to CCM, allowing you to keep your existing Schwab account numbers and login IDs. We can fax or email the Schwab LPOA form for your signature. The LPOA can be returned to us via fax or email. Typically, your account can be linked to CCM within 24-48 hours.
If you would like to get started, please email us stating:
I have existing Schwab accounts. Please forward the documents needed for the next steps with CCM.
Schwab Advisor Services (formerly known as Schwab Institutional) serves independent investment advisors and includes the custody, trading and support services of Schwab.