Need funds disbursed from your Schwab account? Use the Schwab outbound wire instructions form (below) and return the completed form to our office by fax at (619) 298-1976, by mail at 8880 Rio San Diego Drive, Suite 1150, San Diego, CA 92108 or click here to upload it via our secure ShareFile document vault.

In order to try to protect your assets from fraud, a CCMI advisor will need to speak with you personally to confirm the validity of your wire request. Once we submit your wire request to Schwab, it is possible that they will ask us to reconfirm the amount of the wire transfer and to validate the recipient of the funds, or ask to speak with you directly to confirm that it is a valid request.

If you need to request a one-time check or MoneyLink, please call the Schwab Alliance Team at (800) 515-2157.

To wire funds to your Schwab account, please use the Schwab inbound wire instructions below:

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8880 Rio San Diego Drive Suite 1150, San Diego, CA 92108 (Map)
Phone: (619) 298-3993   Toll Free: (800) 615-6666   Fax: (619) 298-1976