Owning your retirement has never been easier.
With the Schwab Workplace Retirement App for iPhone® and iPad®, you get on-the-go access to your retirement savings account:
• Enroll in your plan.
• Check your progress - see how much you’re saving and how your balance may be changing.
• Monitor your personal performance.
• Make contribution elections.
• Set up investment instructions for future contributions.
• Securely access the full website without logging in again.
• Read the latest market news.
Regarding the screenshots:
Account data shown is for illustrative purposes only. This is not a recommendation.
Feature availability depends on both plan and participant settings and requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and mobile connection limitations.
Apple, the Apple logo, iPhone® and iPad® 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. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services they provide to Retirement Plans. Trust, custody and deposit products and services are available through Charles Schwab Bank.
©2020 Schwab Retirement Plan Services, Inc. All rights reserved. (0420-06SA)
• Various security enhancements and minor bug fixes.
Feature availability depends on both plan and participant settings.
Ratings and ReviewsSee All
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.
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 ,
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.
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.
- The Charles Schwab Corporation
- 77.3 MB
Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- ©2020 Charles Schwab and/or its affiliates. All rights reserved.
With Family Sharing set up, up to six family members can use this app.