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 1.12

Secure File Upload feature enhanced for new operating systems
Resolved generic error occasionally seen during Two-Step Verification
Resolved error on Investment Elections not allowing some users to submit updates
General app usability and performance improvements

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

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