FAQ - MAIN MENU

WHAT IS THE FASTEST WAY FOR NEW CLIENTS TO GET STARTED?

If you prefer to get set up with CCM and Schwab quickly:

  • You can open new Schwab accounts online using these instructions. 

  • Once you have established your Schwab accounts online, you can email us stating "I have already opened Schwab accounts.  Please send me a fast track CCM client profile and any other documents to get started."  

  • You can initiate account transfers to fund your new Schwab accounts:

    • Use your Schwab Login ID and Password to sign into Schwab.com 

    • Once you are logged into Schwab, use this link for instructions to transfer accounts from other custodians.

QUESTIONS ABOUT GETTING STARTED WITH SCHWAB

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If you have any questions about opening new accounts online with Schwab or initiating account transfers, you can call

Schwab at 866-855-9102

We are always happy to help in any way, but we also respect some people prefer to take the ball and run with it.  

CCM CONTACT INFO

FAQ - GETTING STARTED

Important Disclosures: While the CCM Market Model is based on sound economic and investment principles, there is no guarantee any of the objectives, including limiting account drawdowns, will be met in the future. The terms odds and probabilities also speak to uncertain outcomes. Please see additional disclosures for more information.