- Complete the online PCRA Account Application located on www.schwab.com/workplace after you have enrolled in your plan.
- Once your PCRA is approved and opened, transfer funds from your existing investments into your PCRA.
- You can place trade orders in your PCRA as often as you like – online through schwab.com or by calling a Schwab PCRA representative at 1-888-393-7272.
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How PCRA Works:
Complete all forms required by your employer to open this account.
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