Summit Asset Management, LLC has selected Charles Schwab & Co., Inc. ("Schwab") as primary custodian for our clients' accounts.

Charles Schwab & Co., Inc. provides online access to account information.

The following link will take you away from Summit’s website to the Schwab website.

Charles Schwab & Co., Inc. »

In order to view accounts online you must be signed up with Schwab for web-viewing.

Call Schwab Signature Services Alliance at 800.515.2157 to get online access to your Schwab accounts or if you are having difficulty viewing your accounts online.


These materials have been independently produced by Summit Asset Management, LLC.  Summit Asset Management, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”).  Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Summit Asset Management, LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.