Page 14 - Allscripts Retirement Savings Plan
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Schwab Personal Choice Retirement Account® (PCRA)3
If you prefer to determine your own investment direction using a wider array of investment choices, a PCRA may be for you. A PCRA is for knowledgeable, experienced investors with the time and interest to conduct their own research and decide how to invest.
WHAT IS A PCRA?
PCRA is a brokerage account you manage yourself that provides access to more investment choices than are otherwise available in the Retirement Plan.
To choose this investment strategy, you must first enroll in the Retirement Plan and then complete a PCRA Application at workplace.schwab.com under the Manage Account tab.
HOW DOES IT WORK?
• Once your PCRA is approved and opened, you may transfer any portion of your funds from your existing Retirement Plan investments into your PCRA.
• Take advantage of the many online tools to help you search and analyze investment opportunities.
• You may place trade orders in your PCRA online through Schwab.com or by calling a Schwab PCRA Representative at 1-888-393-7272.
Please note: Schwab Retirement Plan Services, Inc. is restricted from providing access to advice on a PCRA. Some PCRA investments may have initial and subsequent investment minimums. There may be other fees associated with trading.
For more information on charges and minimums, contact a Schwab PCRA Representative at 1-888-393-7272.
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