Heritage Pension Advisors
Schwab Retirement Technologies Inc. Finance iPhoneiPadiPod touch
Heritage Pension Advisors is a free Finance app for iPhone and iPad by Schwab Retirement Technologies Inc. Rated 1.8/5 from 6 ratings. Requires iOS 17.0.
- Rating
- 1.8
- 6 ratings
- Price
- Free
- on the App Store
- Size
- 34 MB
- Age 4+
- Updated
- Oct 1
- 2026 · v2.2.1
Screenshots
About Heritage Pension Advisors
Manage and access your Heritage Pension Advisors account from anywhere 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
Ratings & reviews
1.8
6 ratings
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
- Other Data: Other Data Types
Used for: App Functionality
Alternatives to Heritage Pension Advisors
Looking for apps like Heritage Pension Advisors? Here are 6 similar apps on the App Store. The highest rated is BankPlus Mobile (4.8/5), and all 6 are free to download.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Heritage Pension Advisors | 1.8 / 5 (6 ratings) | Free | October 1, 2026 | |
| Surency Flex | 4.3 / 5 (641) | Free | Oct 20, 2026 | Compare |
| BankPlus Mobile | 4.8 / 5 (19,496) | Free | Oct 28, 2026 | Compare |
| CoAd Benefit Services | 3.8 / 5 (265) | Free | Oct 22, 2026 | Compare |
| South Shore Bank Mobile | 2.0 / 5 (73) | Free | Sep 15, 2026 | Compare |
| Arise Financial Mobile | 4.8 / 5 (6,285) | Free | Oct 26, 2026 | Compare |
| Keesler Federal Mobile Banking | 4.8 / 5 (25,980) | Free | Sep 18, 2026 | Compare |