Schwab Workplace Retirement User Reviews

Schwab Workplace Retirement
Schwab Workplace Retirement
The Charles Schwab Corporation

Reviews Summary

Top reviews

Looks like age old app

User interface is pretty outdated. The total market value field doesn’t get updated properly. Ending value field has different data comparative.

App opens another account

Both my wife and I have our retirement accounts, separate account #’s of course, through Schwab. We have individual apps for each account. When I open my account, then select my portfolio, the app, somehow, opens my wife’s account and will not open my portfolio. Sometimes this happens, and other times it won’t happen.
Why the inconsistency?
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Choppy, slow, and interface reminds me of a MySpace page

To go over all the issues would take pages and pages and I just don’t have that kind of time

All in one super app

Im so much loving it. Its been one year i hv been using this app. And its on stop shop for me to see my checking account, trade account and 401k account. I can see everything here on one go.

Well designed!

This app is one of the best I’ve used. It is logically laid out, easy to understand and the font size is large enough to see. And it never has a hitch or hiccup ... it simply works whenever you need it.

Needs better tracking of investment

Needs better tracking of individual investment

What happened to the functionality?

The newest release seems to have removed most functionality from the app. The only actions I can take now are to update my elections (where is the performance and time-period gains/loss detail?) and view general market info that’s already available on the core Schwab app. Hopefully there will be an enhancement soon to restore the lost features.
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Needs more account info 😕

Would like to see more account details. App should have Funds you are invested in, quantity of shares you have vested in those Funds and total dollars in those funds. A Widget for the Notification screen would be nice too.

The app is very limited. You get 10x more info on website than app. You should be able to get same information on app as website.
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Goes offline a lot

The app is very nice overall. My biggest issue is that the app goes offline a lot for Maintenace. Especially when I have time to use the app like nights and weekends.

It would be a nice addition to see the investment options offered by my 401k plan. It’s difficult to find these and seems to launch an external window which makes the information difficult to read on my phone.
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Excellent App

This is an easy application to be able to quickly view and modify your retirement funds right from your smart phone.

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