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CCM Atlanta - Meeting Locations

CCM Client Support
Internet Access To Your CCM Accounts
and Dedicated Schwab Institutional Customer Support

Schwab Institutional, a division of Charles Schwab & Co., Inc, is a leading provider of custodial, operational and trading support for independent investment advisors. Using Schwab as primary custodian, Ciovacco Capital Management, LLC has access to a wide range of products and support to help investors reach their financial goals, including:

  • Full range of investment strategies and trading services
  • Wealth management services
  • Technology and service support
  • Safeguards designed to protect assets
  • Strict ethical business practices

Services Available To CCM Clients Via Schwab Institutional

As a client of Ciovacco Capital Management (CCM) and Schwab Institutional, you have access to an exclusive premium package of services delivered through a customized web site and a dedicated service team. With one simple phone call and no additional fees, CCM clients, via Schwab Institutional, can enjoy 24/7 online access to their accounts, market information, real-time stock quotes, transaction histories, and much more. CCM clients can also call a dedicated Schwab Institutional service team developed exclusively for clients of advisors at 800.515.2157 for assistance with account information or routine transactions. Schwab Institutional representatives are available from 8:30 a.m. to 7:00 p.m. EST. These services are available to all CCM clients.


How Do I Sign Up For Internet Access?

The easiest way to access your accounts at www.schwaballiance.com is call your dedicated Schwab Alliance team at:
  • 1-800-515-2157

Monday - Friday, 8:30 a.m. to 7 p.m. EST. Tell them you want to sign up for Internet access to your accounts. They will be happy to help you get started.


Benefits of Internet Access / Schwab Signature Alliance

View your accounts online day and night and receive professional support through Schwab Alliance. This premium suite of services includes Schwab's award-winning technology, real-time data and a dedicated support team to complement your relationship with CCM, including the following online features:

  • Real-time balances and positions

  • Electronic delivery of trade confirmations and regulatory documents

  • Cash management tools

  • Trade order status

  • Schwab Bank services


eStatements & eConfirms: How To Reduce Paper Mailings

You may also be eligible for reduced Schwab Institutional trading commissions. To learn more, visit the eStatements & eConfirms page.


Schwab Institutional Customer Service - Ready To Help You

If you have a question, such as how do I make a deposit or reorder checks, call your dedicated Schwab Alliance team at:
  • 1-800-515-2157
Monday - Friday, 8:30 a.m.-7 p.m. EST.


Screen Shots & Descriptions of Internet Features

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