Get real-time advice to help you with savings and investment planning. Point-in-time advice—provided by Morningstar®—is free to REI employees. For a monthly fee, you may also sign up for managed account services (also through Morningstar®).
Retirement and Investment Advice
What It Provides
Eligibility
All REI employees.
How It Works
To schedule a consultation, log in to workplace.schwab.com and go to Advice > Retirement Plan Advice > Schedule an Appointment with an Advice Consultant.
Review Frequently Asked Questions for additional details.
Schwab Retirement Services
Retirement and Investment Advice
workplace.schwab.com/
To register for the first time:
User ID: Your Social Security number
Password: Your four-digit month and date of birth
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