Schwab Workplace Retirement

Schwab Workplace Retirement

by The Charles Schwab Corporation

63K ratings
122 reviews
With Ads
💰 Finance

Archived App (Last seen on 30 May 2026)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • June 1, 2011
  • November 13, 2025
Schwab Workplace Retirement screenshot #1 for iPhone
Schwab Workplace Retirement screenshot #2 for iPhone
Schwab Workplace Retirement screenshot #3 for iPhone
Schwab Workplace Retirement screenshot #4 for iPhone
Schwab Workplace Retirement screenshot #5 for iPhone
Schwab Workplace Retirement screenshot #6 for iPhone
iphone
ipad
🖼️Get Icon
Icons↘︎

About

This application provides recordkeeping and related services for retirement plans. It is part of the services offered by a financial institution to manage your retirement accounts.

Retirement plan recordkeeping
Related administrative services
Account management
Show original description

What users say

See all reviews

What's New in Schwab Workplace Retirement

11.5.0

November 13, 2025

What's New in Schwab Workplace Retirement Mobile 11.5 Contribution Rate feature updates for Secure Act Various technical enhancements Feature availability depends on both plan and participant settings.

More

User reviews

The developers need to meet users

The devs need to meet users before rolling out idiotic changes to the apps as updates. It seems the releases are being made by a resident 12 year old and each time it is knocking out the log in and saved settings on the end device so vigorously - I may as well start with a fresh app. Who ever is the project manager for these updates needs to be questioned in front of their CEO to understand how bad they were able to make this user experience. It is so bad. This is a retirement fund app guys - come on ffs. You can’t possibly think so one sided and from one perspective when planning changes and updates.
Show more

Loops terms and never opens

Signs me in, shows me terms to agree to, I hit agree and it loops me back to sign in again. Endless cycle. Uselss app.

Useless app, use website instead

Useless app. I try and log in and it doesn’t recognize my info, but when I log on the web on my phone it logs me in no problem.

Circles

I logged in to the app, I accept the terms of use and it goes back to logging in then it goes through the Face ID then it goes back to the terms of use and it does the same thing over and over.

Corner

Antonhaltehs

Developer apps

User experience

🐞

Reported Bugs

4 issues

App opens incorrect account

Bug

Retirement calculator providing unrealistic projections

Bug

Inability to change planning parameters

Bug

Frequent app crashes and maintenance downtime

Bug

Requested Features

5 requests

Ability to change date ranges for performance data

Feature

Integration of 401(k) and brokerage accounts

Feature

More customization options for the dashboard

Feature

Improved retirement planning tools and projections

Feature

Better tracking of contributions and investment details

Feature

FAQ

What does this app do?

This application provides recordkeeping and related services for retirement plans. It is designed to assist users with managing their workplace retirement accounts.

What are the key features?

The primary features include recordkeeping for retirement plans and related administrative services. It helps in managing your retirement accounts effectively.

Is this app free to use?

The app is free to download and use. However, it may offer in-app purchases for additional features or services.

Who is this app intended for?

This app is intended for individuals who are participants in workplace retirement plans serviced by Schwab Retirement Plan Services, Inc.