Schwab Workplace Retirement

The Charles Schwab Corporation

About this app

Owning your retirement has never been easier.

With the Schwab Workplace Retirement App, 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.

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.

Ratings and reviews

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!