Heritage Pension Advisors 4+
Schwab Retirement Technologies Inc.
Designed for iPad
-
- Free
Screenshots
Description
Manage and access your Heritage Pension Advisors account from anywhere
FEATURES
• Use biometrics to log in conveniently and securely
• Take photos of documents and upload them securely
• Access videos about saving and investing principles
• Research investment performance
• Manage beneficiaries
• Manage your profile
• Check balances, portfolio performance, and recent
transactions
• View and update investment elections
What’s New
Version 1.11
New retirement progress score and interactive calculator (if available for your retirement plan)
Bug fixes and minor usability enhancements
App Privacy
The developer, Schwab Retirement Technologies Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Other Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Schwab Retirement Technologies Inc.
- Size
- 26.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 14.0 or later.
- iPad
- Requires iPadOS 14.0 or later.
- iPod touch
- Requires iOS 14.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2010 Heritage Pension Advisors, Inc . All rights reserved.
- Price
- Free