SRT UAT
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Downloads
Everyone
info
About this app
Explore the new app for plan participants from Schwab Retirement Technologies® (Schwab RT). For information about licensing this app, please contact schwabrt@schwab.com.
FEATURES FOR PLAN ADMINISTRATORS
• Brand your licensed app with your own icon, logo, and colors
• Provide plan-specific branding after participants log in
FEATURES FOR PLAN PARTICIPANTS
• Use biometrics to log in conveniently and securely
• Check balances, portfolio performance, and recent transactions
• View and update investment elections
• Snap photos of documents and upload them securely to the plan administrator
• Get a retirement income forecast (optional; requires vWise IRIO license)
• View educational videos about saving and investing principles
• Research investment performance
• Manage beneficiaries and other profile information
DISCLOSURE
For institutional use only; not intended for use by individual plan participants. This app is still in development; all screens are subject to change. Plan, participant, and investment details are fabricated and do not represent real data. Investment data are provided for illustrative purposes only and do not constitute a recommendation by Schwab RT or a solicitation of an offer to buy or sell any securities.
vWise is not affiliated with or employed by the Charles Schwab Corporation. Schwab RT does not supervise third party firms and takes no responsibility to monitor the services they provide to you.
The Charles Schwab Corporation provides services to retirement plans and participants through its separate but affiliated subsidiaries: Charles Schwab & Co., Inc., Charles Schwab Trust Bank, and Schwab Retirement Technologies, Inc.® (Schwab RT). Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Trust, custody and deposit products and services are available through Charles Schwab Trust Bank, Member FDIC. Schwab RT is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent Third Party Administrators.
©2021. Schwab Retirement Technologies, Inc. All rights reserved. (0421-15JV)
FEATURES FOR PLAN ADMINISTRATORS
• Brand your licensed app with your own icon, logo, and colors
• Provide plan-specific branding after participants log in
FEATURES FOR PLAN PARTICIPANTS
• Use biometrics to log in conveniently and securely
• Check balances, portfolio performance, and recent transactions
• View and update investment elections
• Snap photos of documents and upload them securely to the plan administrator
• Get a retirement income forecast (optional; requires vWise IRIO license)
• View educational videos about saving and investing principles
• Research investment performance
• Manage beneficiaries and other profile information
DISCLOSURE
For institutional use only; not intended for use by individual plan participants. This app is still in development; all screens are subject to change. Plan, participant, and investment details are fabricated and do not represent real data. Investment data are provided for illustrative purposes only and do not constitute a recommendation by Schwab RT or a solicitation of an offer to buy or sell any securities.
vWise is not affiliated with or employed by the Charles Schwab Corporation. Schwab RT does not supervise third party firms and takes no responsibility to monitor the services they provide to you.
The Charles Schwab Corporation provides services to retirement plans and participants through its separate but affiliated subsidiaries: Charles Schwab & Co., Inc., Charles Schwab Trust Bank, and Schwab Retirement Technologies, Inc.® (Schwab RT). Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Trust, custody and deposit products and services are available through Charles Schwab Trust Bank, Member FDIC. Schwab RT is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent Third Party Administrators.
©2021. Schwab Retirement Technologies, Inc. All rights reserved. (0421-15JV)
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
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No data collected
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What’s new
I hope this new build and release work for all in UAT
App support
phone
Phone number
+17047525422
About the developer
SCHWAB RETIREMENT TECHNOLOGIES, INC.
schwabrt@schwab.com
4529 Sharon Rd
Charlotte, NC 28211
United States
+1 704-752-5544
