Financial

Self-Directed Brokerage Account
For members of OPERS Member-Directed and Combined Plans only

OPERS offers a mutual fund-only Self-Directed Brokerage Account (SDBA), through Charles Schwab's Personal Choice Retirement Account® (PCRA).

This account allows experienced investors the ability to choose mutual funds outside of the core OPERS investment options. The term “core” refers to all the investment options currently offered by OPERS.

OPERS does not select, manage or oversee the mutual funds offered through the Schwab PCRA.

Learn more about the Self-Directed Brokerage Account

Education on the plan is available through Schwab.

Enroll in the Self-Directed Brokerage Account

In order to participate in the OPERS Self-Directed Brokerage Account, the following requirements must be met: