ERISA

Schwab Retirement Technologies Inc. Finance iPhoneiPadiPod touch

ERISA is a free Finance app for iPhone and iPad by Schwab Retirement Technologies Inc. Rated 2.3/5 from 3 ratings. Requires iOS 17.0.

Rating: 2.3; 3 ratings
Price: Free; on the App Store
Size: 34 MB; Age 4+
Updated: Oct 1; 2026 · v2.2.1

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About ERISA

Keep your retirement account within reach with the mobile benefits app from ERISA. FEATURES • Enrollment: Register and enroll in your plan in minutes • Forecast: Get a retirement income forecast • Monitor: Check your balance and investment performance • Save: Change your paycheck contributions • Invest: Choose and rebalance investments • Upload: Snap photos of documents and submit them securely • Learn: Explore and grow with our financial learning center • Plan: Manage beneficiaries and other account settings • Biometrics: Use face or fingerprint for fast, secure login • Espanol: Usa la aplicación en español

What’s new

Version 2.2.1 · Updated October 1, 2026

Fixed several issues, including an issue with biometric login, and made visual improvements throughout the App

App privacy

The developer, Schwab Retirement Technologies Inc., reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Financial Info: Other Financial Info
Contact Info: Physical Address, Email Address, Name, Phone Number, Other User Contact Info
Identifiers: User ID

Used for: App Functionality

App details

ERISA is a free Finance app for iPhone, iPad and iPod touch, developed by Schwab Retirement Technologies Inc. It is rated 2.3 out of 5 from 3 ratings on the App Store, requires iOS 17.0 or later and is 34 MB to download. It was first released on January 4, 2023 and last updated on October 1, 2026.

Category: Finance
Rating: 2.3 / 5 (3 ratings)
Price: Free
Version: 2.2.1
Size: 34 MB
Requires: iOS 17.0 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: January 4, 2023
Last updated: October 1, 2026
Developer: Schwab Retirement Technologies Inc.

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Alternatives to ERISA

Looking for apps like ERISA? Here are 6 similar apps on the App Store. The highest rated is TCSB Mobile (4.8/5), and all 6 are free to download.

ERISA vs. alternatives
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ERISA	2.3 / 5 (3 ratings)	Free	October 1, 2026
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