Needs improvement
Schwab makes It difficult and laborious to complete trading. Learn from Fidelity. I can place single and fractional share with ease and in one steps. Why do I have to go to a different page for a stock slide? Upgrade your system and make it easier. Also, seems every time there is a major market correction their servers and software can’t handle the traffic. I only have employer money with Schwab. No way I would use them with personal money.
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Exceptional Service
My company utilizes Schwab retirement services and I enjoy the benefits and superb service for over 20 years .I always get the best advice and support from the experienced representative when making retirement financial decisions . Thanks for always putting customers first .
I like the customization of dashboard under gear icon and free virtual coaching
The SER (Schwab Equity Rating) performance pdf is 22 years of data, linear, high quality, and transparent at the top right hand side of each stock research page. The “learn” tab and thematic investing pages are awesome. I like the customization of dashboard under gear icon and free virtual coaching with TOS (ThinkorSwim)reps. I have both Schwab and TOS apps on my phone and use the same user id/pw. I scheduled a TOS virtual coaching session with my Local branch. -Cheers!
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Clunky
I’m new to using this app but it is not intuitive nor is it user-friendly. Seems to be very clunky and hard to find information. I know I’ll take some time getting to use this, but it is not easy to begin with.
Seems to me that it should have some ability to be tailored to the specific user. I can’t find easy to use information off the bat. And getting to the information I want takes more than two clicks to get there!
Seems to me that it should have some ability to be tailored to the specific user. I can’t find easy to use information off the bat. And getting to the information I want takes more than two clicks to get there!
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Unintuitive UI
The app functions well and there is most things you’d want available on the app, with a few exceptions that are only available on the website. The most noticeable thing about the app is the user interface is very complicated and unintuitive. Even as a ‘tech-y’ person it is confusing and things are not where they’d ought to be. Needs improvement!
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Retirement planning made simple!
It can’t get any simpler! The Schwab app allows me to monitor my retirement in real time and make changes, whenever I choose to do so! I enjoy reading the insights and having the flexibility to make adjustments at my fingertips. I highly recommend it!
Meh
Does baseline of what I expect. Doesn’t look from this decade, only give small bits of information that I am not interested in and the open/close/logout buttons are all random.
Just went in to see my total retirement, but minus all my contributions, to really see what my account made—and can’t do it. I expect a lot out of my wealth apps—especially when I put so much money in it. Doesn’t seem to reflect in my digital experience.
Gave two stars instead of one since it doesn’t have bugs.
Just went in to see my total retirement, but minus all my contributions, to really see what my account made—and can’t do it. I expect a lot out of my wealth apps—especially when I put so much money in it. Doesn’t seem to reflect in my digital experience.
Gave two stars instead of one since it doesn’t have bugs.
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Could be better
I know this is not the same as looking up your data on your desktop on their website but still this app could be more helpful. I’m not going to complain about various minute things but one thing stands out - when they state your balances it should say right there as of what date and what time. You don’t know if you’re looking at your previous day balances or the current day after the bell. Also, being able to quickly and intuitively find info like one’s current contribution selection would be handy. I don’t think this info can be found on the app right now.
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Response from developer
Hi Wk5981, Thanks for the suggestion! We’re always looking for ways to improve. If we can provide any assistance, please give us a call at 800-724-7526.
Great App
Very concise in display of stats and easy to use. Great for a quick check up on status. Very intuitive to use.
Monktavia Rebuttal
This app is great idk what your talking about when you say it’s poorly designed. Judging by the fact you complain about the app in your comments but rate it 5/5 it appears your a nonsensical individual who is afraid of Schwab for no apparent reason and should not be trusted in terms of writing an accurate review. This is a great app shame on you for saying otherwise. just because you can not budget well enough to fund your 401k sufficiently does not mean the app is poorly designed. Shame on you.
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