Schwab Workplace Retirement
August 27, 2024
More About Schwab Workplace Retirement
• 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.
Android™ is a trademark of Google Inc. Use of this trademark is subject to Google's permission.
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 Plans. Trust, custody and deposit products and services are available through Charles Schwab Bank.
©2023 Schwab Retirement Plan Services, Inc. All rights reserved.
Latest Version
10.3.0.0
August 27, 2024
The Charles Schwab Corporation
Finance
Android
198,253
Free
com.schwab.mobile.retirement
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User Reviews
Ron Hutchinson
1 year ago
It constantly has an update. It constantly says the site is unsecured. It states the certificate is invalid. I've uninstalled this app and reinstalled it at least 4 if not 5 times.
Kathleen
4 years ago
They are excellent in choosing what most important towards are retirement the correct investor. And always very helpful when contacting there office. There app is easy to Manoeuvre. It let's you select your own investment and the percentage you will invest.
Brian Maddux
3 years ago
Biometric doesn't save. Asked password evertime . Frustrating slow and app does Not remember your user name , your password. The Biometric scan is work now with this new update ,but they broke the user names and password. I'm glad this is for my retirement or anything. Oh wait it is.. i would never recommend this company to anyone else to invest for their future nor their retirement just based on the fact they cant manage to make a app to view your investments.
A Google user
5 years ago
The phone app is okay, but it doesn't show basic info available on the Schwab Workplace internet site, such as how many shares of a particular fund you own. The app only shows total dollar amounts. I would not have installed it had I known that.
David
1 year ago
The app worked fine, until the latest attempted login had a security warning, saying if I logged in my data would be exposed. I guess I don't log in anymore. The certificate it mentioned is not in the list on my device.
TN Resident
3 years ago
There is a major bug in your app! Black screen and will not load app and also freezes my phone! It's bad when you can't access your account to manage your own money .. It's like you're holding our money hostage.... PLEASE FIX YOUR ISSUES. thanks
Kieran McWilliams
2 years ago
Literally the most horrible experience I've ever had, the app was completely glitchy and broken and messed up my contribution amounts twice for two full paychecks. I'm a software engineer and I couldn't even get this thing to cooperate. Please.
Mike Bianco
1 year ago
App was fine for many years but recently became hot garbage due to login credentials being invalid. Invalid ID and password, which is not correct. Logging in to browser with same credentials is fine. Disgraceful!
A Google user
6 years ago
Terms of Use: Internal Server Error - Read. The server encountered an internal error... [ Cancel ] [Accept ]. I accepted their silly terms of use. After that i could log and view the retirement plan. Overall the app is not much to write home about but the essential functionality of viewing your retirement funds is there.
Dayakar Devi
4 years ago
Cannot login to retirement app, always says invalid login id or pwd, same creds work on website. ---++++UPDATE---------- Reached customer service multiple times but no body can resolve. Every time I reach out, they say they will push through and follow up but nobody cares to follow up or resolve or provide any sort of update on this. Wish there is a zero rating
Chris Smith (Lee)
4 years ago
Very useful app has lots of an information very easy to understand. Things that might be confusing there are areas which you can click which will take you to a page that describes it better helping you make the right choice
Jacob Hunkeler
3 years ago
App doesn't open. Just a black screen that never loads. Even after uninstalling and reinstalling, the problem still remains and it has been over a month since this occurred. Simply unacceptable.
Jason
2 years ago
"Invalid username/password", but i literally just changed it via the main app. Unusuable app, and you cant look at your retirement through the base app. They basically locked off the ability to manage your 401k via the app through incompetence. NICE.
Michael
4 years ago
The interface is clunky and is mostly just filled with a bunch of charts and graphs. I don't understand why there aren't customizable tables that allow you to see detailed information about each fund individually at the same time rather than having to (SLOWLY) reload the data each time you select a new fund. And the website isn't any better. If it wasn't so difficult to do every single thing on the app, I wouldn't be looking to go to another company.
Thomas Faith
2 years ago
I can only log in on a web browser, works just fine. When using this app it claims my password is not correct. Even when I changed my password it didn't work. But on a web browser there is no issue. I've only gained access to the app one time. Deleting it. Pointless on my device.
Jake Levenson
1 year ago
My company just switched over and I can't login to the app. Was able to set up biometrics and it just loops. For the account itself, website and integration through Yodlee worked great
David R
1 year ago
Have had 0 issues for a long time. Been using this app for a few years now. I can easily track my contributions, my employer's, and the results. Also able to change the investment and rebalance. So far, no complaints.
Derek Clifton
1 year ago
Worked great for years, but can't login for the past month. Un/reinstall and clearing cache doesn't work. Where's the fix?! What's more concerning is the total lack of communication from Schwab addressing the problem.
A Google user
6 years ago
I received a server error when attempting to log in. "Internal Server Error - Read. The server encountered an internal error or misconfiguration and was unable to complete your request." Update: After reading another review, I selected "Accept" at the error message and was able to get into the site. That's not something I would have figured out on my own.
Craig Mills
4 years ago
Have been having login issues on the mobile app for two plus months now with no resolution. Multiple password resets to be 100 percent sure I have the correct password and it still throws they invalid user ID or password error. When I called two months ago, customer service said it was a known issue and it was going to be fixed in the next update. That was at least two updates ago. I can still access the desktop site, which is there only saving grace. Come on Schwab, this is pathetic!
