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Screenshots

  • Stephens Valuation Systems screenshot 1
  • Stephens Valuation Systems screenshot 2
  • Stephens Valuation Systems screenshot 3

About Stephens Valuation Systems

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
  • Identifiers: User ID

Used for: App Functionality

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