Take control of your retirement plan and invest with the freedom of a brokerage account.
What is a PCRA?
A PCRA is a self-directed brokerage account within your employer-sponsored retirement plan. With one, you can invest in a wide range of investments in addition to the choices usually offered by retirement plans.
How it works:
- Your plan provider determines whether a PCRA is available as part of your retirement plan.
- Your employer or your plan's financial advisor determines what mix of mutual funds and other investments are made available to your PCRA as part of your retirement plan.
- You open a PCRA account with Matisse.
- You decide how much money to transfer from your retirement plan into your PCRA.
- You invest your PCRA assets in investments of your choice from the available assets determined by your retirement plan.
Speak with an Advisor
We are here to help you make the right investment decisions.
Benefits of a PCRA
A PCRA may be able to help you meet your retirement investment objectives and provide you with:
- More investment choices. Select from potentially thousands of investments available through your PCRA custodian, depending on what your retirement plan allows.
- Flexibility to invest your way. Place trade orders on your own or with help from our professional team at Matisse Capital.