# Schwab Workplace Retirement — user reviews

> 122 indexed App Store user reviews of Schwab Workplace Retirement by The Charles Schwab Corporation, rated 4.80/5 from 63,229 ratings.

- Source: https://appshunter.io/ios/app/schwab-workplace-retirement/id437341383/reviews
- App overview in markdown: https://appshunter.io/ios/app/schwab-workplace-retirement/id437341383.md
- Rating breakdown: 5★ 54,283 · 4★ 5,601 · 3★ 1,489 · 2★ 553 · 1★ 1,303

## What do users think of Schwab Workplace Retirement?

Overall sentiment: neutral

**Pros**

- 🤩 Exceptional service
- 👍 Customizable dashboard
- 🤖 Helpful virtual coaching
- 📊 Transparent performance data
- 🔍 Useful learning resources
- 🏆 Great for retirement planning

**Cons**

- 🤯 Clunky and unintuitive UI
- 🤔 Difficult to find information
- 🕰️ Outdated and dated appearance
- 🤷‍♂️ Inconsistent functionality
- 📉 Inaccurate performance calculations
- 🔍 Limited account details and tracking

**Commonly reported bugs**

- App opens incorrect account
- Retirement calculator providing unrealistic projections
- Inability to change planning parameters
- Frequent app crashes and maintenance downtime

**Most requested features**

- Ability to change date ranges for performance data
- Integration of 401(k) and brokerage accounts
- More customization options for the dashboard
- Improved retirement planning tools and projections
- Better tracking of contributions and investment details

## Newest reviews (14 of 122)

### 3/5 — Missing date

*2025-06-09, version 11.3.0*

How hard would it be to add as of “current date”. I will sometimes take a screenshot to see where the account is, without the date I have to look at the properties to see when I took the snapshot.  My other half uses Fidelity’s app, and it has been there for a while, can’t believe no one has thought to do before this.  The data is good, but it does not render well on an iPhone, fonts are all jacked, numbers wrap weird as well. Do the developers look what the output looks like?

### 1/5 — Terrible app

*2025-04-10, version 11.1.0*

It won’t let me login. You can access all but the login in to account features.  It lets me log in maybe once a month.  Disappointed to read reviews from 13 years ago outlining same issue

### 2/5 — App keeps spinning

*2025-04-02, version 11.1.0*

I have to keep removing and replacing this app to get it to work. Otherwise it just hourglasses and won’t open.

### 1/5 — Log in issues

*2025-03-23, version 11.1.0*

After only one login, I have to continually delete and re-add the app to log back in. Very surprising such a large financial institution as Charles Schwab would have that type of bugs.

### 1/5 — Not I phone compatible

*2025-03-08, version 11.1.0*

I have to delete and reload the app 90% of the time or else the wheel of death appears when logging in.

### 1/5 — Dashboard

*2025-02-14, version 11.1.0*

I don’t like the new dashboard look.  Would like to go back to the previous view—is that possible?

### 2/5 — App change

*2025-02-14, version 11.1.0*

Like every other app, why did you change something that was working just fine. Ugh

### 1/5 — UR MONEY NOT SAFE & MAFIA MENTALITY

*2025-01-28, version 10.5.0*

This is so rigged after, my first 3 reviews literally got booted out and everything disappeared.  Just know that if you dispute fraud, you will get nothing in writing, and you will not be able to dispute their decision because their word is final.  Don’t think you’re gonna be treated like you do with your credit cards.  YOUR MONEY IS NOT SAFE!  You will be closed out of your account for two weeks, and there will be nothing in writing, not even an email, that will witness your fraud victimization.  There is no transparency in this company because it’s ran by thugs.  My DAILY CHANGE is usually $100 to $200 loss every day for the last month.  No matter how much money I win.  you won’t believe this but the DAILY CHANGE is actually $100 to $200 in the negative… higher than my total gains and losses!!  You don’t need to be a math genius to know that that is impossible that your daily activity is at a higher loss than your total loss from all of your stocks history aka gains and losses!  As soon as I’m done exhausting all avenues to try to resolve this I will have to take whatever is left from my account and hire an attorney to get my money back.  They’re literally taking my money in front of my face.  I have had a lot more fraud than this.  It’s so bad that I have had SHORTED transactions from securities that did not allow it.  If that doesn’t scream employee fraud I don’t know what does.  When I reported these reoccurring fraudulent trades, they basically said that they could do whatever they want.  These employees are part of it, it’s obvious that the mafia mentality is all over this.  No matter how much money I win I cannot get into a positive balance and within a month and a have lost $10,000 this way.  I’ve been trading for over 30 years so it’s not like I started the other day.  If you are a woman watch out because they attack you with fraud.  They’re way too many fraudulent incidents to list here.  If you report fraud, don’t expect any documentation or email .  This is not like your credit cards, these people are not to be trusted.  You’ve been warned!

### 1/5 — Frequently down

*2025-01-05, version 10.5.0*

Frequent

### 2/5 — I liked the old app better.

*2024-11-10, version 10.4.0*

I dislike the new look of the app. The information is not clear and seems less accessible.

### 1/5 — Pain

*2024-11-09, version 10.4.0*

I would enjoy the app more if you would stop putting pop-ups asking me if I enjoy the app.

### 1/5 — Changes are bad

*2024-11-09, version 10.4.0*

Not sure why the would make such a bad change to the app but hard for me to see my status of my stocks at a glance, now I have to click around to see my status.

### 1/5 — Is it still supported??

*2024-11-08, version 10.4.0*

I use the same credentials for website and app to login to this but failed many times…………………

### 1/5 — Horrible app

*2024-10-04, version 10.4.0*

Horrible app. Constant glitches, miscalculates returns, takes forever to show contributions, horrible interface. Schwab can do better!

## Most critical reviews (10 lowest-rated)

### 1/5 — The developers need to meet users

*2026-03-10, version 11.5.0*

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.

### 1/5 — Loops terms and never opens

*2026-01-21, version 11.5.0*

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.

### 1/5 — Useless app, use website instead

*2025-12-20, version 11.5.0*

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.

### 1/5 — Circles

*2025-10-06, version 11.4.0*

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.

### 1/5 — Can’t get past login screen

*2025-07-23, version 11.3.0*

The app won’t load past the terms of use page. It’s just showing a blank screen. I have tried both on and off WiFi. This is an app issue. Please fix.

### 1/5 — Seems like login issue

*2025-07-22, version 11.3.0*

Post giving the login ID & password, the page is not loading in terms of use where it showing blank and it’s not proceeding further. Please fix this sooner

### 1/5 — Can’t get past loading screen

*2025-05-27, version 11.2.0*

Can’t get past the Terms and Conditions page as it doesn’t load after the login screen.

### 1/5 — Persistent problems with app

*2025-05-24, version 11.2.0*

This app has consistent problems that have driven me crazy for years now.
1) if you change retirement age to say 62 it does not retain that information.
2)if you set social security benefit to $0 it doesn’t retain that information after log out but it shows $0 in the entry screen but not on the performance screen
3) the calculation and displays aren’t correct. It displays a full year contribution even if you are 4 months from your retirement date
4)the performance data says goal is above target say $10k but goal of 100% salary replacement is $15k???

None of it makes sense certainly not a tool that you can even judge on if you’re saving enough to meet goals. Even under assumptions it spells out in the app. 

Please fix this stuff. It’s so annoying.

### 1/5 — Retiree can’t use Schwab Retiree App

*2025-05-16, version 11.1.0*

The mobile app now requires iOS 17. My iPhone 8 won’t upload iOS 17. I’m retired and likely won’t be buying a new iPhone.  I guess I’m locked out of using my iPhone to access my Schwab account. Maybe I’ll just go back to what used to work for me, my Fidelity account…

### 1/5 — Such basic app

*2025-04-11, version 11.1.0*

Lack of basic info such as number of shares and closing prices daily and total gains etc. Dow jones lost displayed in black. Who made such basic app?

## Most praised reviews (10 highest-rated)

### 5/5 — Corner

*2025-09-02, version 11.4.0*

Antonhaltehs

### 5/5 — Investment

*2025-02-27, version 11.1.0*

A mi en lo personal me encanta ahorrar, especialmente cuando escucho que cuando yo me jubile no va a ver dinero para nosotros, esta fuente de ahorros es muy buena y accesible para todos, la aplicación es muy comprensiva y puedes tener acceso a cualquier tiempo que desees, incluso tiene la opción de agregar o quitar porcentaje de tu ahorro.

### 5/5 — Great

*2025-01-13, version 10.5.0*

Great

### 5/5 — Loan information

*2024-12-27, version 10.5.0*

Love the new update much easier to review loan balances great job love it

### 5/5 — 401K

*2024-11-23, version 10.4.0*

Love the app!!

### 5/5 — Two thumbs up

*2024-11-14, version 10.4.0*

Super easy to use and interpret. I’m not a financial person and definitely appreciate the user experience!

### 5/5 — Easy to understand

*2024-08-19, version 10.3.1*

The new app layout is clear and easier to read..

### 5/5 — excellent

*2024-08-09, version 10.3.1*

App just works in every aspect. USAA should hire the devs from Schwab.

### 5/5 — Best financial app I’ve ever used!

*2024-08-02, version 10.3.0*

Schwab has been great and if I call I haven’t had long hold times and I get experts who know the answers.

### 5/5 — Exceptional Service

*2024-07-29, version 10.2.0*

My company utilizes Schwab retirement services and I enjoy the benefits and superb service for over 20 years .I always get the best advice and support from the experienced representative when making retirement financial decisions . Thanks for always putting customers first .

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*
