Choose Your Investments
Retirement plan advice powered by GuidedChoice®

Through a relationship with GuidedChoice®, Schwab offers access to GuidedChoice personalized investment advice. The advice includes recommendations on which funds to select from the available list of funds in your plan, as well as asset allocation and savings rate recommendations.

Accessing advice is easy - you can use the online tool anytime, or you can schedule an appointment for a phone consultation by calling 1-800-724-7526 (en Espaņol, call 1-877-905-2553).

GuidedChoice will consider all your retirement assets in the development of your advice recommendations. Although your outside assets are considered, if you so elect, the recommendations will only be given on the core fund options offered under your retirement plan.

You may access advice as often as you like. As part of the advice, your account will be automatically rebalanced once per year to align with the advice (unless you opt out of this service).

No matter which advice tool you use, as you experience changes in your life, you might want to revisit the advice. A marriage, the birth of a child, or any major life event can impact your retirement savings goals.

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Choose Your Investments
Schwab Managed Retirement
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Retirement plan advice powered
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Schwab Personal Choice Retirement
  Account® (PCRA)