FAQ - MAIN MENU

WHAT TYPE OF ACCOUNTS CAN YOU MANAGE AND Do managed accounts remain in my name? 

Yes. Numerous accounts can be established at Schwab Advisor Services in your name(s): joint taxable, trusts, IRA Rollovers, Roth IRAs, SEP IRAs, PCRAs, etc.  In most cases, broader accounts, such as company accounts and company pension plans, can be managed by CCM; we are happy to check into your specific situation with our service team at Schwab. 

FAQ - working with ccm

FAQ - GETTING STARTED