Account Open

Thank you for choosing to open a Schwab Personal Choice Retirement Account® (PCRA).

To proceed, you will need the Retirement ID and Plan Access Code provided by your Retirement Plan Provider or your employer’s benefits department. Your Social Security Number must match the information on file with your Retirement Plan Provider to ensure a successful account open.

After you’ve entered the required plan access information, you will be able to complete the account application. Once you’ve completed all the steps in the application, you will receive your new account number instantly.