Options trades will be subject to the standard $0.65 per-contract fee. The standard electronic $0 commission does not apply to over-the-counter (OTC) equities, transaction-fee mutual funds, futures, fixed-income investments, or trades placed directly on a foreign exchange or in the Canadian market. Schwab reserves the right to exempt certain funds from this fee, including Schwab Funds, which may charge a separate redemption fee, and funds that accommodate short-term trading.Ģ. Schwab's short-term redemption fee will be charged on redemption of funds (except certain Schwab Funds) bought through Schwab's Mutual Fund OneSource program (and certain other funds) with no transaction fee and held for 90 days or less. Funds are also subject to management fees and expenses. Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds. ![]() Trades in no-load mutual funds available through Schwab OneSource (including Schwab Funds ®), as well as certain other funds, are available without transaction fees when placed through or our automated phone channels. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services. (member SIPC) receives remuneration from fund companies for recordkeeping and shareholder services and other administrative services for shares purchased through Schwab's Mutual Fund OneSource ® program. To get started, contact your Retirement Plan Service Provider today. With a Schwab Personal Choice Retirement Account, you give your employees the freedom to own their tomorrow. Access to independent registered investment advisors. Fractional share trading through Schwab Stock Slices. Plus there's the website and mobile apps. We were the first to offer an innovative no-load, no transaction fee mutual fund marketplace. Personal Choice Retirement Accounts have been providing investment flexibility for retirement plan participants since 1994. It's all tailored to your company's needs. Or keep it simple and add only the investments you want. Offer access to thousands of stocks, bonds, mutual funds and ETFs. Free employees to pursue socially responsible or other values-based investments. And they'll get in-depth support from dedicated service teams.Īs the sponsor, you can seamlessly add a PCRA to your retirement plan while keeping your core investment lineup manageable. On their own, or with help from an independent registered investment advisor. With a PCRA, participants can research, trade, monitor and manage investments how they want to, when they want to. And it gives plan sponsors a powerful new way to engage employees and attract talent. ![]() ![]() Or to personalize their investments to match their unique values.Ī Schwab Personal Choice Retirement Account can open up impactful new investment possibilities for employees.Īdded to your existing retirement plan, a PCRA gives employees a brokerage account where they pick the investments. They may want more options, at their own pace. When it comes to retirement plans, many employees require the freedom to make their own retirement choices.
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