Schwab PCRA Self-Directed Investment Account – Tier Three

This third tier is designed for those participants who wish to invest a portion of their Plan balance in mutual funds or exchange traded funds (ETFs) outside of the “do-it yourself” menu. It is important to note that neither the Board nor the Investment Advisor perform any review of the mutual funds or ETFs offered in the PCRA program. You should review Plan materials to determine eligibility and additional fees that may apply.

Read more in the Self-Directed Investment Account Handbook (PDF)

Get the help you need

To see an overview of all Plan investment options, read the Guide to Investment Options (PDF), talk to the HELPLINE, or meet with your Account Executive.

Keep in mind that investing involves market risk, including possible loss of principal and there is no guarantee that investment objectives will be achieved.

Asset allocation does not guarantee a profit or insulate you from potential losses. Refer to the asset class descriptions for any additional risks that may apply.

Fund prospectuses can be obtained by contacting your Account Executive or by viewing fund performance online. Before investing, carefully consider the fund's investment objectives, risks, charges and expenses. The fund prospectus contains this and other important information.

The Schwab Personal Retirement Account® is offered through Charles Schwab & Co., Inc. (Member SIPC)

PDFs require Adobe® Reader®

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