248+ iOS apps curated and reviewed
Out of 248+ charles schwab workplace retirement apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 4.8★ (1.2M) | No | No | Sep 2026 |
| 2 |  | Free | — | No | No | May 2026 |
| 3 |  | Free | 2.5★ (42) | No | No | Aug 2026 |
| 4 |  | Free | 4.6★ (29K) | No | No | Sep 2026 |
| 5 |  | Free | 4.8★ (11K) | No | No | Sep 2026 |
| 6 |  | Free | 4.8★ (12) | No | Yes | Aug 2026 |
| 7 |  | Free | 4.8★ (23K) | No | No | Sep 2026 |
| 8 |  | Free | 4.7★ (37K) | No | No | Sep 2026 |
Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.
This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.
Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.
Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.
Calculate your path to early retirement with this financial planning tool. Input your current financial details and goals to visualize when you can achieve Financial Independence, Retire Early (FIRE). Plan your future with customizable projections and inflation adjustments.
Access your employer-sponsored retirement plan on the go. View account balances, asset breakdowns, and manage contributions. Plan your retirement readiness with integrated financial planning tools.
Manage your retirement plan securely and conveniently on the go. Access account details, make changes, and set financial goals with real-time projections. Utilize educational resources for personal finance and wellness.
Follow daily stock and market performance with customizable watchlists. Get real-time quotes, interactive charts, and breaking business news. Seamlessly sync across all your Apple devices.
Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.
Manage your retirement savings and investments on the go. Access account balances, track performance, and adjust savings or investment strategies. Utilize tools to project future retirement outlook based on your current plan.
Access and manage your employer-sponsored retirement plan details conveniently and securely on your mobile device. View contributions, investments, statements, and personal rates of return. Make changes to savings and fund transfers directly from the app.
Access and manage your retirement account information from any device, anytime. Easily view account details, adjust future contributions, exchange funds, and update your contact information. Enrollment is quick and simple, making retirement planning more convenient.
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Manage your employer-provided benefits, including health, retirement, and payroll, from your mobile device. Access personal benefit information, find healthcare providers, and review your financial plans. Get support and explore resources related to your benefits all in one convenient app.
Access your employer-sponsored retirement plan account on the go. View balances, track investments, monitor contributions, and manage your account securely. Perform transfers and make allocation changes with ease.
This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.
This app helps seniors plan for their future by guiding them through saving, healthcare, and legacy planning. It offers personalized plans and connects users with insurance options to ensure their wishes are met and their loved ones are cared for.
Securely access your retirement account anytime, anywhere. Track your progress towards your retirement goal, manage investments, and research loan details. Enhanced security features protect your personal information.
Manage your retirement savings with this app. Track your balance, monitor progress toward goals, and adjust contributions. Review investment performance and access planning tools.