INFORMATION

Updated:
Version:
8.10
Size:
50.7 MB
Category:
Finance
Required:
iOS
Rating:
Publish:
2022-12-16
Price:
Free
Developer:

WHAT'S NEW

What's New in Schwab Workplace Retirement Mobile 8.10 • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. 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. ©2022 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)

Schwab Workplace Retirement App SCREENSHOT

【图】Schwab Workplace Retirement(截图1)【图】Schwab Workplace Retirement(截图2)【图】Schwab Workplace Retirement(截图3)

Schwab Workplace Retirement App DESCRIPTION

What’s New in Schwab Workplace Retirement Mobile 8.10

• Various security enhancements and minor bug fixes

Feature availability depends on both plan and participant settings.

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.

©2022 Schwab Retirement Plan Services, Inc. All rights reserved.

(0622-2PS3)

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What's New in Schwab Workplace Retirement Mobile 8.10 • Various security enhancements and minor bug fixes Feature availability depends on both plan and participant settings. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with..
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Schwab Workplace Retirement App DOWNLOAD

App StoreOfficial Website

App REVIEWS

sngx1275

No way, or no obvious way, to see your account value from inception. You can pick a date before to get an idea, but the graph has the x-axis shifted below the screen on an iPad.

szl163

My company uses Schwab for retirement account. Honestly I prefer fidelity. This app is so hard to navigate…

CarrieBe..

But I can’t maneuver for the life of me. I hate to have to call in for everything but it looks like that’s where I’m heading once again.

Bob18871

Can’t even write a review … can’t see what I typed be see nothing types … crappy.

DGalle13

On multiple occasions, the customer service team has not followed up. Multiple times I’ve been told they would call me back after researching my issues and many times I never received a call back regarding the research they said they were doing about my account. Other times members were not properly trained and I had to make multiple calls to get issues resolved.

008

The retirement calculator gets worse with each update. Needs serious improvement.

qwerrfdv..

Need more test before release to public

otterav8..

Buggiest app I have had the misfortune to use in a long time. If the security at the main company is as good, I am sure some Ruzzian hacker is going to buy a Lambo with my savings. Schwab insists on using SSN and other critical info to verify ID, on unsecure lines. Security 101, never provide critical info over unsecure lines. Looking for new investment manager.

GatorAv8..

Schwab used to be easy to view rate of return by different date ranges. Buggy, doesn’t work, should be easy and intuitive like TDA (which also has quick picks of ranges month/year) Very basic overview OK but should (easily) allow me to change time frame. Also TDA makes it easy to view realized gains. Schwab allows me to view unrealized gains easily but tedious process to see realized gains. Hopefully when the platforms are finally merged Schwab will allow TDA’s superior tools to dominate.

Lpppmnu

Can’t see the yield on my funds from this app. Other info that the average 401(k) investor would want to easily access seem hidden. Feels like another attempt to mimic Robinhood. When will this craze pass?

yo8420

Poor performance and hard to use

Wolf2016..

It has all the information I need displayed in easy to understand layout. Thanks.

User5512..

Works okay. Time consuming to get through pop ups telling about all the features that no one reads.

urmother..

I love the company I work for and I love Schwab. Easy to use and always open.

Invest

Mobile app is not user friendly and not very advanced for reviewing your funds on qtr to qtr performance. Bad design all around.

RPsX5d

Very good and intuitive Dashboard

Clfike

Updated their iOS so that I can no longer even access my 401k unless I continue to buy the latest iPhone.

Sephrial

Can only see YTD performance

Aus10Len..

Would love to be able to actually change date ranges when looking at rates of return etc. A lot of options that don’t actually seem to have anything on the back end. The pie charts are cool, but it’s sort of a “take what you get,” not a “choose your experience” sort of agreement.

hupicddy..

Needs a lot of improvement. Very weak.