What's New in Schwab Workplace Retirement Mobile 8.5
• Various security enhancements and minor bug fixes

Feature availability depends on both plan and participant settings.
©2020 Schwab Retirement Plan Services, Inc. All rights reserved.


What’s New

Version 8.5

What's New in Schwab Workplace Retirement Mobile 8.5
• Various security enhancements and minor bug fixes.

Feature availability depends on both plan and participant settings.

Apple, the Apple logo, iPad, and iPhone 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. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan.

©2020 Schwab Retirement Plan Services, Inc. All rights reserved.


Ratings and Reviews

4.8 out of 5
35.6K Ratings

35.6K Ratings

Korvarian ,

User Interface Needs Reorganization

User interface is not very intuitive. Could organize with lists of accounts and then lists of assets within those accounts. Those can then be tabulated with performance both daily and since inception (or some other modifiable time range). See Fidelity’s app.

semiprocurmudgeon ,

Slow, bad calculations

Very very slow website. Very very slow sells and buys. Very cumbersome and difficult to find or do anything. All buys, sells, and reinvested fund calculations are incorrect. No matter what calculator you use. They will NOT answer questions in regard to erroneous calculations. AND DO NOT use Quicken for investment decisions since Schwab sends incorrect, and missing information showing incorrect average price. Even online, their calculations are incorrect. Do simple multiplication or division on info Schwab shows and you too will be confused with NO EXPLANATIONS! These folks are sucking pennies from everyone and no explanation. And no, they do NOT show any fees....just magical extraterrestrial math! Terrible as a fiduciary and even worse as a administrator of your hard earned money. And they will NOT answer your inquiry...they send canned answers that don’t pertain. Won’t look at screenshots and will tell you they can’t even though they allow you to send them and encourage it! They simply do NOT care about you...ONLY their coffers. Can’t wait til I turn 59 1/2!!!! TD much better. Schwab appears to be crooks hiding behind obscurity and secrecy. NOT transparent at all!!!!

Developer Response ,

Hi semiprocurmudgeon,
Thank you for taking the time to share your experience. If you’d like to give us a call at 800-724-7526, we’d like to understand what happened and try to assist in addressing your concerns.

Simpleton Investor ,

Solid App

I like the fact that the app gives you the ability to see your percent invested and the breakdown of how your money is being invested. The only thing I don’t like is that if you want to change your plan, you can’t simply click on your contribution, where you change your percentage and then click on the section that would allow you to change the plan. You have to click on the top right drop down menu, then click on history and then you can adjust which plan you are invested in percentage wise. It’s a pain in the neck.

App Privacy

The developer, The Charles Schwab Corporation, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer's privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.


The Charles Schwab Corporation
72.8 MB

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.



Age Rating


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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