Schwab Workplace Retirement

2.7
495 reviews
100K+
Downloads
Content rating
Everyone
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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.
Updated on
Feb 28, 2024

Data safety

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.
This app may share these data types with third parties
App activity, App info and performance, and Device or other IDs
This app may collect these data types
Personal info, Financial info and 4 others
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

2.7
477 reviews
Craig Mills
July 2, 2021
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!
59 people found this review helpful
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Thomas Faith
August 9, 2023
I can only log in on a web browser, works just fine. When using this app it claims my password is not correct. Even when I changed my password it didn't work. But on a web browser there is no issue. I've only gained access to the app one time. Deleting it. Pointless on my device.
18 people found this review helpful
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David R
March 16, 2024
Have had 0 issues for a long time. Been using this app for a few years now. I can easily track my contributions, my employer's, and the results. Also able to change the investment and rebalance. So far, no complaints.
8 people found this review helpful
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What's new

• Support for dark mode.
• Link to My Financial Guide on the overview page.
• Various security enhancements and minor bug fixes