Security National 401(k) Plan 4+
Schwab Retirement Technologies Inc.
-
- Free
Screenshots
Description
Keep your retirement account within reach, with the mobile benefits app from Security National Wealth Management.
FEATURES:
• 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
• View educational videos about saving and investing principles
• Research investment performance
• Manage beneficiaries and other profile information
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
- Identifiers
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Schwab Retirement Technologies Inc.
- Size
- 26.2 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.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2022 Schwab Retirement Technologies
- Price
- Free