SRT CLT 4+
Schwab Retirement Technologies Inc.
-
- Free
iPhone Screenshots
Description
Explore the new app for plan participants from Schwab Retirement Technologies® (Schwab RT). For information about licensing this app, please contact schwabrt@schwab.com.
FEATURES FOR PLAN ADMINISTRATORS
• Brand your licensed app with your own icon, logo, and colors
• Provide plan-specific branding after participants log in
FEATURES FOR PLAN PARTICIPANTS
• Use biometrics to log in conveniently and securely
• Check balances, portfolio performance, and recent transactions
• View and update investment elections
• Snap photos of documents and upload them securely to the plan administrator
• Get a retirement income forecast
• View educational videos about saving and investing principles
• Research investment performance
• Manage beneficiaries and other profile information
DISCLOSURE
vWise is not affiliated with or employed by the Charles Schwab Corporation. Schwab RT does not supervise third party firms and takes no responsibility to monitor the services they provide to you.
The Charles Schwab Corporation provides services to retirement plans and participants through its separate but affiliated subsidiaries: Charles Schwab & Co., Inc., Charles Schwab Trust Bank, and Schwab Retirement Technologies, Inc.® (Schwab RT). Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Trust, custody and deposit products and services are available through Charles Schwab Trust Bank, Member FDIC. Schwab RT is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent Third Party Administrators.
©2021. Schwab Retirement Technologies, Inc. All rights reserved. (0421-15JV)
What’s New
Version 1.5.1 Release
Bug Fixes and Minor Enhancements 1.5.X
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 Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Schwab Retirement Technologies Inc. has not identified itself as a trader for this app. If you are a consumer in the European Economic Area, consumer rights do not apply to agreements between you and the provider.
- Size
- 27 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.0 or later.
- iPod touch
- Requires iOS 12.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2022 Schwab Retirement Technologies, Inc.
- Price
- Free