Can I establish accounts at Schwab and then come to CCM?
As part of their due diligence, some perspective clients prefer to work with Schwab first to get accounts established and then contact CCM. Other prospective clients prefer to have CCM help them with the entire process. Either way is fine with us.
Once you have a Schwab account, it can be linked to CCM via an LPOA.
More information about opening accounts can be found here.
Schwab Advisor Services (formerly known as Schwab Institutional) serves independent investment advisors and includes the custody, trading and support services of Schwab.