Best Schwab Retirement Apps

159+ iOS apps curated and reviewed

4.2 avg rating
20 free apps
Updated June 2026

Finding the right schwab retirement app can be overwhelming with so many options. We've analyzed 159+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.

Top Picks for Schwab Retirement

Schwab Mobile#1

Schwab Mobile by The Charles Schwab Corporation

Own your tomorrow®
Editor's Choice
💰 Finance
4.8😐(1.2M ratings)
FreeAds
#60in Finance
Schwab Mobile screenshot 1
Schwab Mobile screenshot 2
Schwab Mobile screenshot 3
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Schwab Mobile screenshot 6

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.

What We Love

  • 🚀 Easy to use
  • 🔒 Secure banking
  • 👍 Excellent customer service
  • 💡 Helpful research tools

Room to Improve

  • 🐛 Inaccurate account information
  • 🐛 Slow order execution
  • 👎 Dated user interface
SRT INT#3

SRT INT by Schwab Retirement Technologies Inc.

Schwab Retirement Tech INT
Worth Considering
💰 Finance
5.0(1 ratings)
Free
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Manage your retirement savings on the go. Securely access account details, track performance, and update investment choices. The app also offers educational resources and tools to forecast your retirement income.

More Schwab Retirement apps to explore

4
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

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.

View retirement income estimatesCheck personal rate of returnManage contribution amounts
💰 Finance
(11K)
ad-supported
5
Schwab Advisor Center® Mobile
Schwab Advisor Center® Mobile
Schwab Advisor Center® Mobile
by The Charles Schwab Corporation
Free

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.

Remote client account managementView account balances and positionsTrack submitted request statuses
💰 Finance
(37)
free
6
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

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 retirement savingsAccess stock optionsView health insurance details
💰 Finance
(29K)
free
7
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
8
NestEggs 401(k)
NestEggs 401(k)
NestEggs 401(k)
by Schwab Retirement Technologies Inc.
Free

Manage your retirement savings on the go. Enroll in your plan, forecast future income, monitor your balance and investments, and adjust contributions. Access a financial learning center and manage account settings securely.

Retirement account enrollmentIncome forecastBalance and investment monitoring
💰 Finance
(7)
free
9
Alerus Retirement
Alerus Retirement
Alerus Retirement
Participant Account Access
Free

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.

Check account balancesView investment performanceMonitor contributions
💰 Finance
(997)
free
10
OneAmerica Retirement
OneAmerica Retirement
OneAmerica Retirement
OneAmerica Retirement Services
Free

Manage your retirement accounts on the go with this intuitive app. Access financial wellness resources, view your balance, and make changes to contributions and investments. Supports English and Spanish, with robust security measures.

Retirement account managementFinancial wellness resourcesBiometric login
💰 Finance
(8.4K)
free
11
Schwab Network
Schwab Network
Schwab Network
Market News & Education
Free

Stream financial news and educational programs from industry experts. Get real-time market insights, commentary, and interviews with CEOs and analysts. Watch live broadcasts or catch up with on-demand clips.

Financial news and education programsStream without subscriptionMarket action tracking
💰 Finance
(53)
free
12
Milliman Mobile Benefits
Milliman Mobile Benefits
Milliman Mobile Benefits
by Milliman, Inc.
Free

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.

View account detailsManage contributionsTrack investments
💰 Finance
(6.6K)
free
13
EZ Financial Calculators
EZ Financial Calculators
EZ Financial Calculators
by Bishinew Incorporated
Free

Access a comprehensive suite of financial tools for personal and business use. Calculate loans, mortgages, investments, retirement savings, and more with ease. This app offers a wide range of specialized calculators for detailed financial analysis.

Finance and Investment CalculatorsLoan and Mortgage CalculatorsRetirement Planning Tools
💰 Finance
(46)
ad-supported
14
The Standard – My Retirement
The Standard – My Retirement
The Standard – My Retirement
by StanCorp Financial Group, Inc.
Free

Manage your retirement savings with this app. Track your balance, monitor progress toward goals, and adjust contributions. Review investment performance and access planning tools.

Check account balanceMonitor retirement goal progressChange contribution amounts
💰 Finance
(59)
free
15
E*TRADE: Invest. Trade. Save.
E*TRADE: Invest. Trade. Save.
E*TRADE: Invest. Trade. Save.
Stocks, options, mutual funds
Free

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

Commission-free stock, ETF, and options tradesMutual fund tradingProfessionally built portfolios
💰 Finance
(381K)
free with in-app purchases
16
Fidelity Health®
Fidelity Health®
Fidelity Health®
Health benefits + expenses
Free

Manage your employer-sponsored health benefits and healthcare expenses with ease. Access coverage details, store ID cards, track HSA/FSA balances, and pay providers directly. Simplify your healthcare financial management on the go.

Access health plan coverage detailsStore health benefit ID cardsManage HSA and FSA balances
💰 Finance
(23K)
free
17
FFCalc - Retirement Calculator
FFCalc - Retirement Calculator
FFCalc - Retirement Calculator
Interest | Taxes | Inflation
Free

This app helps you determine how long you need to save until financial independence. Input your income, expenses, and current savings to receive personalized retirement timelines. Visual charts and tables illustrate your projected savings growth year by year.

Financial freedom timeline calculationIncome and spending inputCurrent savings tracking
💰 Finance
(365)
free with in-app purchases
18
GoRetire
GoRetire
GoRetire
by Epic Advisors, Inc
Free

Access your retirement account information conveniently on your mobile device. Get fast, easy, and up-to-date insights into your retirement savings.

Mobile retirement account accessFast information retrievalEasy to use interface
💰 Finance
(104)
free
19
FinDec
FinDec
FinDec
by Schwab Retirement Technologies Inc.
Free

Manage your retirement account on the go. Enroll in your plan, forecast income, monitor investments, and adjust contributions. Securely upload documents and access financial learning resources.

Retirement account enrollmentRetirement income forecastingBalance and investment monitoring
💰 Finance
(4)
free
20
Retirement Calculator, Planner
Retirement Calculator, Planner
Retirement Calculator, Planner
Preparing finances for old age
Free

This app helps you plan your retirement finances with personalized guidance and detailed schedules. It offers accurate calculations for savings and withdrawals, allowing you to track your progress and adjust your strategy for financial freedom.

Accurate retirement savings calculationsPersonalized saving strategy adviceDetailed annual contribution and distribution schedule
💰 Finance
(307)
subscription

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