What is the PCRA?
The Schwab Personal Choice Retirement Account® (PCRA) is a self-directed brokerage (SDB) option offered through Charles Schwab & Co., Inc. (Member SIPC). With the Schwab PCRA, you will have access to numerous additional mutual funds (many of which are offered as no-load, no-transaction fee funds) through Schwab’s Mutual Fund OneSource program. You will also have access to individual securities that include (but are not limited to) equities, bonds, exchange-traded funds and certificates of deposit.
For whom is this investment option appropriate?
How do I get started?
For more information about the Self-Directed Brokerage Account, click here.
Representatives of GWFS Equities, Inc. are not registered investment advisors, and cannot offer financial, legal or tax advice. Please consult with your financial planner, attorney and/or tax advisor as needed.
Please consider the investment objectives, risks, fees and expenses carefully before investing. For this and other important information, you may obtain prospectuses for mutual funds, any applicable annuity contract and the annuity's underlying funds and/or disclosure documents from your registered representative. For prospectuses on Self-Directed Brokerage, contact Schwab PCRA at (888) 393-7272. Read them carefully before investing.
Access to the website may be limited or unavailable during periods of peak demand, market volatility, systems upgrades, maintenance or for other reasons.
Core securities, when offered, are offered through GWFS Equities, Inc. and/or other broker dealers.
GWFS Equities, Inc., Member FINRA/SIPC, is a wholly owned subsidiary of Great-West Life & Annuity Insurance Company. Securities available through Schwab Personal Choice Retirement Account® (PCRA) are offered through Charles Schwab & Co., Inc. (Member SIPC), a registered broker-dealer. Additional information can be obtained by calling (888) 393-7272. Charles Schwab & Co., Inc. and GWFS Equities, Inc. are separate and unaffiliated.
Investment options offered through mutual funds, separately managed institutional accounts, collective trust funds and a fixed or variable annuity contract issued by Hartford Life Insurance Company and principally underwritten by Hartford Securities Distribution Company, Inc. and subadvised by Wellington Management Co. LLP.
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