Schwab Workplace Retirement

Schwab Workplace Retirement

  • Category: Finance
  • Release Date:
  • Current Version: 7.6.0
  • Adult Rating: 4+
  • Developer: The Charles Schwab Corporation
  • Compatibility: Android
4.5
4.5
16,835 Ratings
$ 0

Schwab Workplace Retirement App

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. ©2019 Schwab Retirement Plan Services, Inc. All rights reserved. (0218-8WDE)

Schwab Workplace Retirement app screenshots

Schwab Workplace Retirement app reviews

  • Determine Which Schwab App. 5/5

    By moraFast01
    Note there are multiple Schwab apps. You will need to determine which one is applicable to your account and download that app. to access your account.
  • Too many error messages 1/5

    By nametaken101010101010101010
    Multiple errors “feature unavailable please try again later” on multiple separate login attempts on various days. No update provided and feedback form to Schwab even gives an error message. Please fix
  • Retirement account 3/5

    By equitygeek
    I would like options like index funds with better performance and lower fees. I reject limited choices that make more money for the institution then the investor.
  • SVP 5/5

    By ETwomey
    I love this app! Very intuitive and easy to use.
  • User friendliest 5/5

    By lovebirdwatching
    Crisp, easy navigation , very clear and to the point....Thanks!
  • Could be better 3/5

    By Wk5981
    I know this is not the same as looking up your data on your desktop on their website but still this app could be more helpful. I’m not going to complain about various minute things but one thing stands out - when they state your balances it should say right there as of what date and what time. You don’t know if you’re looking at your previous day balances or the current day after the bell.
  • Too many apps 3/5

    By Riley3428
    Since transferring my 401k, Roth and other contributions to Schwab it has been tasking. Just like you have to talk with someone different for each acct (understandably) a separate app is needed. You don’t know this until know it. I now have three Schwab apps. I discovered each when seeking more information about an acct. would like a seamless app that complies with regulatory separation requirements if possible...
  • Ez 4/5

    By kabirah57
    Liking the app. It’s like ez money, gr8
  • Robert Liddle 2/5

    By RobertLiddle
    I recently called to simply speak with an advisor about my account. This appointment was made by an earlier call to set the appointment. I was asked to provide my start work date month and year. I mentioned the wrong month. My problem with this is that I was looking at my resume to access the first call. I had not had it available for when the advisor returned my call. This should have not been a redundant question to simply discuss different plans. I was unable to discuss anything with your advisor. Not a happy client Robert Liddle 727-318-9443
  • Nothing works. 2/5

    By kitkat17367262835
    Fingerprint I’d does not work and there isn’t much information to access on the ap.
  • Add benchmark comparison 4/5

    By Nelson2111
    Available on website just not app
  • Gives Me the Info IWant 5/5

    By LowCountryC
    Great app on phone and tablet. Gives me the info I need to invest and watch my investments.
  • Don’t bother 1/5

    By not secure
    A user requires ANOTHER password (as if we don’t have enough already)! Several of the links are permanently “temporarily unavailable.” NYC rush hour traffic slow. Just use the mobile site.
  • Functionality 3/5

    It would be great if I could see a breakdown of which funds gains and losses occurred in. I may need to adjust my portfolio.
  • Yet another pin required 2/5

    By middleager18
    Tried logging in with Touch ID today like in the past and this app is now requiring a new 6-digit pin. Very frustrating. If Apple still allows me a 4-digit pin, I think this app should too; otherwise it’s just another thing to have to remember.
  • App is coming along OK 2/5

    By tbarn
    The regular Schwab and this retirement app should be combined. Also, there is far less functionality in these apps that on the regular website. I know it’s just coming along, but give some more display options for portfolio make it like the website. Also, contributions details are quite limited I had to go to the website to analyze it. Thank you
  • Solid App 4/5

    By Simpleton Investor
    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.
  • Not user friendly 1/5

    By vallee1134
    If I could give less, I would
  • Confusing Ui 3/5

    By RounakJain
    It’s great that I can see all this information on my phone but the UI is very confusing
  • Thank you! 5/5

    By Carrot Top 76
    The app makes it so easy to check my progress and see how world events affect the market and my financial goals. Thanks!
  • Virtually worthless site 1/5

    By #this site is unsuseable
    You can’t even break down the various accounts in the over view
  • Same old error not yet fixed 1/5

    By tcm_moi
    A few years ago, the app used to give me accurate information on my personal performance. Ever since their major “update” about 3-4 years ago whenever that was, it tells me my start value and ending values are both way higher than they are, so any performance percentage increase or decrease is totally off from reality. Fix the darned bug already!
  • Functional 5/5

    By Mister Bix
    Useful for obtain account information and making deposits. Cumbersome to use for research.
  • 401k 5/5

    By gmlenfir
    Great tools
  • Website 1/5

    By Mikaela2500
    Site is not user friendly
  • User Interface Needs Reorganization 2/5

    By Korvarian
    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.
  • Functional 4/5

    By Pat Home Gym
    I wanted this app in order to check my balance and update contributions without having to log on through my work laptop and internal network. This app checks those boxes and also has a great rate of return feature.
  • Won’t let me enroll my plan 1/5

    By Whodoslu?
    The app will not let me enroll my plan. There’s no way to view your current assets or positions , gains or losses ... etc. It is useless. Called the IT number they weren’t able to fix it put in a “ticket” to the app team. No one has ever contacted me.
  • The Mobil site is worthless 1/5

    By jetpilot1960
    For example it shows ytd 401k contributions but doesn’t show Employers DC contributions. Thus I have no idea where I am in regards to my 415c limits. I find I have to log onto the full site. Thus it would be nice to have a single click to full site.
  • Passwords 3/5

    By yep true
    Get tired of always changing passwords and fingerprint id not working
  • Great 5/5

    By hsfcrtre
    Easy access to your retirement plan while on the move. Simple, easy to use.
  • Not easy to analyze and reconcile performance 2/5

    By rklans
    I need to be able to filter by multiple investment categories at the same time, not just one category at a time. Also, there is no indication or explanation of subpar mutual fund performance. I suppose it is time to consider moving my investments to another brokerage firm with better transparency and accountability.
  • Mobile app 1/5

    By belnomore
    The my retirement progress on the website never works. I put my salary in and it doesn’t calculate just keeps calculating.
  • Good but lacks investment performance 3/5

    By Jim Sacra-cago
    Wish it told me how well my investments were doing.
  • Helpful and efficient 5/5

    By Absolute misery
    Very well designed application, the right information is easily accessible and easily digested
  • Great retirement outlook 5/5

    By famousdavis
    This is a great app to quickly see my retirement account, and the My Retirement Progress is a terrific feature. What I’d like to see enhanced is a way to include my spouse’s SSN benefit separate from my own, but have her benefit included in the overall picture of what our retirement picture might look like.
  • Slow, bad calculations 1/5

    By semiprocurmudgeon
    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!!!!
  • Charles Schwab Mobil app 5/5

    By javago65
    I really enjoyed this app One of the best in my experience Trading is easy Log in is easy I hope they will add research features ( or at least I am not aware of it ) In the future I see the research feathers on my lab top But not in mobile app Thank you Ben
  • Stupid 2/5

    By afieldsmd
    Why can’t I see how many shares I own inside the app. So stupid.
  • Review 5/5

    By Awesome Blue Nano
    The website is very helpful
  • Great when it works 4/5

    By sky labor
    Have trouble every month trying to get in and see my 401k, especially when trying to jump between apps to see my Roth IRA. They don’t seem to speak to each other all the time.
  • Awesomeness 5/5

    By Matt the sports nut
    Totally Awesome
  • Just an under performer 1/5

    By Tchow99
    Bells and whistles but just doesn’t do what regular site does. Weak!
  • Review 3/5

    By Dabblero
    Honestly just got tire of it asking me to rate the app
  • Research overview 3/5

    By shimshun
    I would like to easily access more info on each of my stocks or funds with ability to compare,
  • Phone 1/5

    By My7Angels
    Limited items can be viewed on the iPhone disappointing...
  • Fee’s Paid Not Shown 1/5

    By Louie4246
    Fee’s Paid Not Shown in App
  • Great financial app 5/5

    By Ndnotlaw
    Most of the capabilities available by logging in on a computer are here at one’s fingertips using the phone app. This app facilitates monitoring and managing financial assets and eliminates the need for a computer in many cases.
  • Hard to navigate 1/5

    By Antipatrea
    I do find this app so hard to navigate. The layout is super complicated.

Schwab Workplace Retirement app comments


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