Schwab Workplace Retirement
2.6star
531 reviewsinfo
100K+
Downloads
PEGI 3
info
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.
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
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.
Ratings and reviews
2.5
514 reviews
O
- Flag inappropriate
February 15, 2025
TD Ameritrade is better in almost every way. The Schwab UI is not friendly, and trading takes too many steps. The website sucks too, but is better than the app.
1 person found this review helpful
JUAN GONZALEZ
- Flag inappropriate
May 2, 2025
I'm having a hard time logging in on this app. I can only log in on the website. App states wrong user ID or password which I am using the correct ones.
Craig Mills
- Flag inappropriate
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!
94 people found this review helpful
What’s new
What's New in Schwab Workplace Retirement Mobile 11.2
Contribution rate messaging updates
Various technical enhancements
Feature availability depends on both plan and participant settings.
Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan.
©2025 Schwab Retirement Plan Services, Inc. All rights reserved.
(0622-2PS3)
Contribution rate messaging updates
Various technical enhancements
Feature availability depends on both plan and participant settings.
Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan.
©2025 Schwab Retirement Plan Services, Inc. All rights reserved.
(0622-2PS3)
App support
phone
Phone number
+18007247526
About the developer
The Charles Schwab Corporation
schwabmobile@schwab.com
3000 Schwab Way
Westlake, TX 76262
United States
+1 800-435-4000
