PwC Account Type

　　PwC offers various types of accounts for its employees, primarily focusing on cash management and investment options. The main account types include the Fidelity Cash Management Account (FCMA), which is designed for investing, spending, and cash management. This account allows users to manage their funds while ensuring compliance with PwC's internal policies. Additionally, employees are required to select non-money market core options for their accounts, such as FDIC-insured deposit sweep for retirement accounts and F Cash for non-retirement accounts.

PwC Broker Account Opening Process

　　Opening a brokerage account with PwC involves a straightforward process. Here are the steps to follow:

• 　　Eligibility: Ensure that you are a PwC partner, manager, or an employee eligible to open an account.

• 　　Contact Fidelity: For assistance, reach out to Fidelity's branch managers located in New York City or Tampa.

• New York City:
• Branch Manager: 1120 Avenue of the Americas, (at 43rd & 6th), New York, NY 10036
• Phone: 212-867-6784 ext. 80201
• Tampa:
• Branch Manager: 3000 Bayport Dr., Ste. 800, Tampa, FL 33607
• Phone: 813-286-7898 ext. 52830

• 　　Application Process: Complete the online application for the Fidelity Cash Management Account. This typically takes less than 15 minutes.

• 　　Funding the Account: After opening the account, you will need to deposit or transfer funds. This can be done by linking your bank account or transferring from another brokerage account.

• 　　Compliance: Be aware of PwC's internal compliance requirements regarding account management and investment options. Always adhere to the firm's policies to ensure proper account management.

　　By following these steps, PwC employees can successfully open and manage their brokerage accounts while ensuring compliance with internal policies.