PCFO Help Desk

    How do I view my balance?

    1. 1

      For Vanguard 401k Plans:

      Log into my.vanguardplan.com/login/participant.   
    2. 2

      For Charles Schwab 401k Plans:

      For details for your specific 401k plan, please contact the Investments Department at retirement@practicecfo.com or call us at (858) 477-8101.   
    If you still have a question, we’re here to help. Contact us