Cumbersome app. Cannot see what my actual contributions are
This app is not user friendly at all. You cannot see how much you’re actually putting into the account and you can’t see what percentage of my paycheck I’m putting into the account. Somebody should simplify this app so that it’s more user friendly I have referred several of my coworkers to this app and they can’t figure it out either so they’re not even going to join they went a different route which means Charles Schwab is losing money because they refused to come up with a simple easy to navigate app.
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CS is not helpful
On multiple occasions, the customer service team has not followed up. Multiple times I’ve been told they would call me back after researching my issues and many times I never received a call back regarding the research they said they were doing about my account. Other times members were not properly trained and I had to make multiple calls to get issues resolved.
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Retirement Calculator needs serious work
The retirement calculator gets worse with each update. Needs serious improvement.
Poor setup to change range of rate of return
Schwab used to be easy to view rate of return by different date ranges. Buggy, doesn’t work, should be easy and intuitive like TDA (which also has quick picks of ranges month/year)
Very basic overview OK but should (easily) allow me to change time frame.
Also TDA makes it easy to view realized gains. Schwab allows me to view unrealized gains easily but tedious process to see realized gains.
Hopefully when the platforms are finally merged Schwab will allow TDA’s superior tools to dominate.
Very basic overview OK but should (easily) allow me to change time frame.
Also TDA makes it easy to view realized gains. Schwab allows me to view unrealized gains easily but tedious process to see realized gains.
Hopefully when the platforms are finally merged Schwab will allow TDA’s superior tools to dominate.
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Down to the point app
It has all the information I need displayed in easy to understand layout. Thanks.
A bit bare bones
Would love to be able to actually change date ranges when looking at rates of return etc. A lot of options that don’t actually seem to have anything on the back end. The pie charts are cool, but it’s sort of a “take what you get,” not a “choose your experience” sort of agreement.
Features missing lately
Was an adequate app for causal tracking of employers 401k and Roth accounts. Recently seem to have lost the ability to change investment instructions via the app. Can currently still adjust contribution percentage when you want but I no longer can adjust investment percentages to funds offered. For folks who want to adjust strategies on market movements it’s frustrating.
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Retirement Calculator way off
With the newest update, they screwed up the feature that I liked best about the app, the My Retirement Progress. It is now predicting that I will have $81,000 a month at retirement while assigning me $0 in current balance. Not sure how that is suppose to happen. The laptop calculator is still working on the laptop version, but these crazy numbers that aren’t based in reality seriously undermine my confidence in the previous estimates (that are in line with the laptop version). So much for reassurance that I am on the right track.
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The Actual Worst
This is, without hyperbole, the worst mobile experience I have ever interacted with. If iPhones existed in 2003, it would be bad by those standards.
I’d really prefer to keep my 401k money in one place but I’m rolling over the balance from my previous employer into an IRA at another institution because I just will not use this horrible app more than absolutely necessary.
I’m not exaggerating. It’s that bad.
I’d really prefer to keep my 401k money in one place but I’m rolling over the balance from my previous employer into an IRA at another institution because I just will not use this horrible app more than absolutely necessary.
I’m not exaggerating. It’s that bad.
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Old
Check other financial websites to your way behind on technology updates
This is like a 10 years old websites account
This is like a 10 years old websites account
