Greenleaf Trust Retirement User Reviews

Top reviews

Quick & Convenient

The app is wonderful! I can quickly check my balance and increase my contribution rate.

Non Functional

After putting in user name and password the log in button can not be pushed so therefore will not open to my account. I’ve deleted and reloaded the app several times with still no success at getting past this step, it appears that this app was not meant to be for me.

Response from developer

Our apologies for the login issue you are experiencing. We would like to gather more information from you so that our Tech Team can look into your issue. Please reach out to our Participant Services Team via email at: participant@greenleaftrust.com or via phone at: 866.553.8400 and we are happy to assist.

Yea—on the go info!!

Thanks for this app! Great to have this info literally at my fingertips whenever and wherever I want to check in or change things!!

Response from developer

Thank you for the review! We are happy to hear that you are enjoying the easy 24/7 access to your account through our app! :)

Best 401k Plan App Ever!

Wow. What an app! Easy to use and navigate at the touch of my thumbs! Aesthetically easy on the eyes, I can view my account and make changes with ease on the go. It’s definitely a reflection of Greenleaf Trust’s world-class Retirement Plan Services!

Response from developer

Thank you for the review and great feedback! We are happy to hear that you are enjoying the new, easy access to your retirement account through our app! :)

Greenleaf Trust is exceptional

Thank you for providing an app to view my retirement account balance. The staff at Greenleaf Trust really cares for their clients and looks for improvement opportunities. This app is a step in the right direction.

Response from developer

Thank you for the great feedback! It's our pleasure to continue implementing solutions to better serve our clients! :)

This is great!

Love how quick and easy this is to use. Nicely done!

Response from developer

Thank you for the review! We are happy to hear that you are enjoying the easy access to your account through our app! :)

Christopher M

Really useful to reference my 401(k) account and quickly see my balance and investment performance.

Response from developer

Thank you for the review Christopher! We are happy to hear that you are enjoying the quick access to your retirement account information through the app! :)

Thanks for the app!

Yay! So happy to have an app! Easy to log in from anywhere now!

Response from developer

Thank you for the review! We are happy to hear that you are enjoying the easy access to your account through our app! :)

Love this App!

This app makes it so easy to check my balance, change my contributions and view my performance! The best thing is I don’t need a user and ID and password after my initial login, just my fingerprint! Keep up the great work!

Response from developer

Thank you for the review Michelle! We are happy to hear that you are loving the app! :)

Finally working!

Have tried for days and days to log in , wouldn’t go past the code sent by email ...today I was finally able to login

Response from developer

Hi Linda! Thank you for the review. We're sorry to hear of the initial issue you experienced but happy to hear that you were finally able to successfully login! :) Please let us know if there is anything additional we can do to assist you.

Alternatives to Greenleaf Trust Retirement