Home Page
Independent Money Manager Atlanta, GA - Ciovacco Capital Management, LLC
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. – 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 Signature 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

All material presented herein is believed to be reliable but we cannot attest to its accuracy. Investment recommendations may change and readers are urged to check with tax advisors before making any investment decisions. Opinions expressed in these reports may change without prior notice. This memorandum is based on information available to the public. No representation is made that it is accurate or complete. This memorandum is not an offer to buy or sell or a solicitation of an offer to buy or sell the securities mentioned. The investments discussed or recommended in this report may be unsuitable for investors depending on their specific investment objectives and financial position. Past performance is not necessarily a guide to future performance. The price or value of the investments to which this report relates, either directly or indirectly, may fall or rise against the interest of investors. All prices and yields contained in this report are subject to change without notice. This information is based on hypothetical assumptions and is intended for illustrative purposes only. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS.

These materials have been independently produced by Ciovacco Capital Management, LLC. Ciovacco Capital Management, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. (“Schwab”) or Charles Schwab Bank. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Charles Schwab & Co., Inc. conducted any independent verification of the facts and representations underlying these materials.

Home Page