To Log On for the first time:
Go to www.schwab.com/workplace. The system will verify your eligibility and guide you through the steps detailed below:
- Participant Log In Screen: Enter your Social Security Number
- Enter your four digit Month and Date of Birth (for example, if you were born on January 15, you would enter 0115). This will be your current PIN. This entry is for verification of your identity during the enrollment process prior to the establishment of a Personal Identification Number.
Click the Log In Box
On the right hand side of the page click on the PLAN LINKS link, then click on FUND PERFORMANCE for the most recent performance information on the investment options in the plan.Investors should consider carefully information contained in the prospectus, including investment objectives, risks, trading policies, charges and expenses. You can request a prospectus by calling the Retirement Plan Hotline at 800-724-7526. You may also request a prospectus at www.schwab.com/workplace. Please read the prospectus carefully before investing. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.
