Functional
I wanted this app in order to check my balance and update contributions without having to log on through my work laptop and internal network. This app checks those boxes and also has a great rate of return feature.
Won’t let me enroll my plan
The app will not let me enroll my plan. There’s no way to view your current assets or positions , gains or losses ... etc. It is useless. Called the IT number they weren’t able to fix it put in a “ticket” to the app team. No one has ever contacted me.
The Mobil site is worthless
For example it shows ytd 401k contributions but doesn’t show Employers DC contributions. Thus I have no idea
where I am in regards to my 415c limits.
I find I have to log onto the full site. Thus it would be nice to have a single click to full site.
where I am in regards to my 415c limits.
I find I have to log onto the full site. Thus it would be nice to have a single click to full site.
Not easy to analyze and reconcile performance
I need to be able to filter by multiple investment categories at the same time, not just one category at a time. Also, there is no indication or explanation of subpar mutual fund performance. I suppose it is time to consider moving my investments to another brokerage firm with better transparency and accountability.
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Great retirement outlook
This is a great app to quickly see my retirement account, and the My Retirement Progress is a terrific feature.
What I’d like to see enhanced is a way to include my spouse’s SSN benefit separate from my own, but have her benefit included in the overall picture of what our retirement picture might look like.
What I’d like to see enhanced is a way to include my spouse’s SSN benefit separate from my own, but have her benefit included in the overall picture of what our retirement picture might look like.
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Slow, bad calculations
Very very slow website. Very very slow sells and buys. Very cumbersome and difficult to find or do anything. All buys, sells, and reinvested fund calculations are incorrect. No matter what calculator you use. They will NOT answer questions in regard to erroneous calculations. AND DO NOT use Quicken for investment decisions since Schwab sends incorrect, and missing information showing incorrect average price. Even online, their calculations are incorrect. Do simple multiplication or division on info Schwab shows and you too will be confused with NO EXPLANATIONS! These folks are sucking pennies from everyone and no explanation. And no, they do NOT show any fees....just magical extraterrestrial math! Terrible as a fiduciary and even worse as a administrator of your hard earned money. And they will NOT answer your inquiry...they send canned answers that don’t pertain. Won’t look at screenshots and will tell you they can’t even though they allow you to send them and encourage it! They simply do NOT care about you...ONLY their coffers. Can’t wait til I turn 59 1/2!!!! TD much better. Schwab appears to be crooks hiding behind obscurity and secrecy. NOT transparent at all!!!!
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Response from developer
Hi semiprocurmudgeon, Thank you for taking the time to share your experience. If you’d like to give us a call at 800-724-7526, we’d like to understand what happened and try to assist in addressing your concerns.
Great when it works
Have trouble every month trying to get in and see my 401k, especially when trying to jump between apps to see my Roth IRA. They don’t seem to speak to each other all the time.
Great financial app
Most of the capabilities available by logging in on a computer are here at one’s fingertips using the phone app. This app facilitates monitoring and managing financial assets and eliminates the need for a computer in many cases.
buggy
App used to be better. Since the update, things are now harder to find, and worse, the app utterly fails to log me in with face ID on a repeated basis, it will forget to ask for face ID, or just forget that I have that option selected. It smells like they did not want to take the time to design this app well, preferring something pretty looking over something that works well.
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Response from developer
Hi Andrew579, 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.
