Schwab Alliance is a service provided by Charles Schwab through which clients can view their account history, positions, and transactions. Additionally, clients can transfer funds and view payment information, access a ten-year archive of account documents, and view their portfolio performance with real-time balances.

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In the unlikely event that you would need help with your portfolio during a natural disaster, the backup to CCMI is Schwab Alliance. You can reach them by phone at (800) 515-2157.


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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