App
This app is easy to use
The platform places all the data I need to make decisions and track my progress in a few clicks.
The platform places all the data I need to make decisions and track my progress in a few clicks.
Personal performance vs indexes
Great mobile app and account aggregation would like to be able to compare 401k portfolio performance to index returns and other portfolios at Schwab for specific time periods.
Monthly smile exercise….
Opening up my Schwab app is so easy with facial recognition and it immediately causes a smile as I view my dashboard with all the pertinent information displayed. Thank you for taking the stress out of investing……
Great app…easy to use
I enjoy using the Schwab app…it’s easy to use and gives me the info I need about my account quickly without having to do a lot of searching.
Great app
Very easy to use and understand. It gives you tools to check your investment progress.
Can’t review history
Cannot review history. I put in new date and it reverts to current date. Need this fixed.
Lame compared to competitors
Lame. Can’t find number of shares owned in each position and can only go back a few months of account activity. Really disappointing.
Doug
It works well for the most part. The frustrating thing for me is it doesn’t let you change the planning parameters such as, Yes I contribute 20% until it is maxed out for the year and NOT 20% of my income. Also you cannot change the amount that I feel I will need in retirement and not a generic number set by my income as of today.
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Works well
The Schwab app is well thought out and efficient. I use it to manage multiple accounts and switching between accounts is seamless and transparent. This includes cash account IRA institutional and others.
Why?
It amazes me that Schwab was able to come out with such an amazing app for the standard brokerage services side of their business, but then when it comes to this 401k interface, they produce an app that is so horribly designed. Why couldn’t they simply make this side of their business interface similar to the other app? Why can’t it be integrated? Why can’t I just see a regular table of my investments and their performance? Why does this app have to be so noisy with random calculators and multicolored graphs that I can’t even tell what the hell is going on? The regular brokerage Charles Schwab app is the ideal app. This app is terribly designed. 3/5
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