How does Limited Access Protect My CWM-Managed Schwab Accounts?
Limited Access restricts the ability to initiate withdrawals online, helping protect your assets from unauthorized transactions.
With this feature enabled, you can still log in to your Schwab portal to view account activity, monitor performance, and deposit funds. When you need to withdraw money, simply contact the CWM office, and our team will coordinate the request on your behalf.
By enabling Limited Access, you add an important safeguard against cybercriminals, particularly in the event of a cyberattack. Even if a cybercriminal were to gain unauthorized access to your Schwab login credentials, this feature helps prevent them from initiating online withdrawals, reducing the risk of financial loss.
To enable Limited Access on your CWM-managed Schwab account(s) please fill out the form below and click "Submit". Please allow 72-business hours for the change to occur. The CWM Client Service Team will email a confirmation once Limited Access is enabled.