Schwab Workplace Retirement
| Category | Price | Seller | Device |
|---|---|---|---|
| Finance | Free | The Charles Schwab Corporation | iPhone, iPad, iPod |
With the Schwab Workplace Retirement App for iPhone® and iPad®, you get on-the-go access to your retirement savings account:
• Enroll in your plan.
• Check your progress - see how much you’re saving and how your balance may be changing.
• Monitor your personal performance.
• Make contribution elections.
• Set up investment instructions for future contributions.
• Securely access the full website without logging in again.
• Read the latest market news.
Regarding the screenshots:
Account data shown is for illustrative purposes only. This is not a recommendation.
Feature availability depends on both plan and participant settings and requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and mobile connection limitations.
Apple, the Apple logo, iPhone® and iPad® are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.
Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services they provide to Retirement Plans. Trust, custody and deposit products and services are available through Charles Schwab Bank.
©2018 Schwab Retirement Plan Services, Inc. All rights reserved. (0218-8WDE)
Reviews
Monthly income view in Mobile is FANTASTIC!
HDSENSEI
Having the monthly income information on my mobile phone helps me visualize and control my family finances! Thanks Schwab for making this feature readily available on my iPhone!
Excellent App
jdmartin
This is an easy application to be able to quickly view and modify your retirement funds right from your smart phone.
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Smitty 22
I’m not a big “app” user - but the CS app is perfect for my needs. ⭐️⭐️⭐️⭐️⭐️ Well done CS team. Well done.
Constant log in issues!
JDA731
It’s a nice app when it works. I use this app with FaceID and every couple of weeks, the app doesn’t work. It forces me to reset my password in order to get FaceID working again.
Goes offline a lot
jeffmcclure
The app is very nice overall. My biggest issue is that the app goes offline a lot for Maintenace. Especially when I have time to use the app like nights and weekends. It would be a nice addition to see the investment options offered by my 401k plan. It’s difficult to find these and seems to launch an external window which makes the information difficult to read on my phone.
Not a very good app
Deligent Investor
It doesn’t tell you much besides your account balance. Looks like a high school student designed it. I would expect more from a company like Charles Swabs.
