About Icon

Description

Owning your retirement has never been easier.

With the Schwab Workplace Retirement App for iPhone® and iPad®, you get on-the-go access to your retirement savings account:

• Enroll in your plan.
• Check your progress - see how much you’re saving and how your balance may be changing.
• Monitor your personal performance.
• Make contribution elections.
• Set up investment instructions for future contributions.
• Securely access the full website without logging in again.
• Read the latest market news.

Regarding the screenshots:
Account data shown is for illustrative purposes only. This is not a recommendation.

Feature availability depends on both plan and participant settings and requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and mobile connection limitations.

Apple, the Apple logo, iPhone® and iPad® are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.

Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services they provide to Retirement Plans. Trust, custody and deposit products and services are available through Charles Schwab Bank.

©2020 Schwab Retirement Plan Services, Inc. All rights reserved. (0420-06SA)

iOS Store Category:

Primary: Finance

App Store

Privacy Policy

Total Ratings

33K
5
28K
4
3.5K
3
880
2
260
1
480

Screenshots

Schwab Workplace Retirement screenshot 1Schwab Workplace Retirement screenshot 2Schwab Workplace Retirement screenshot 3Schwab Workplace Retirement screenshot 4Schwab Workplace Retirement screenshot 5

Version History

Launched Jun 01, 2011 (over 9 years ago).

Releasing new versions every 3 months, on average.

Aug 24
2020
(Current)
Version 8.4.1

• Various security enhancements and minor bug fixes.

Feature availability depends on both plan and participant settings.

Jun 18
2020
Version 8.4.0

• Various security enhancements and minor bug fixes.

Feature availability depends on both plan and participant settings.

May 18
2020
Version 8.3.0

What's New in Schwab Workplace Retirement Mobile 8.3

• Enhancements for Defined Benefit and Cash Balance plans
- Provides projected amounts at Normal Retirement Date (NRD).
- Access to additional calculation features via the More Actions tab.
• Minor bug fixes

Feature availability depends on both plan and participant settings.

Mar 30
2020
Version 8.2.0

• Various security enhancements and minor bug fixes

Feb 27
2020
Version 8.1.0

• New Message Center feature
- Ability to view certain status notifications related to activity on your retirement account
- Ability to view secure messages between you and Schwab Retirement Plan Services, Inc.
• Updates to Urgent Notification functionality
• Minor Bug fixes

Jan 27
2020
Version 8.0.0

• Various security enhancements and minor bug fixes

Sep 05
2019
Version 7.8.0

• Bug fixes

Jul 02
2019
Version 7.7.0

• User experience improvements for specific account types, plan contact information, & More Actions navigation
• General bug fixes

Mar 20
2019
Version 7.6.0

•Application support for push notifications
•General bug fixes

Jan 30
2019
Version 7.5.0

•Enhancements to the My Retirement Progress feature
•General bug fixes

Feature availability depends on both plan and participant settings.

Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan.
©2019 Schwab Retirement Plan Services, Inc. All rights reserved.
(0218-8WDE)

Nov 19
2018
Version 7.4.0

• View outstanding loan balance, payment information, and details (if applicable)
• Added force touch capability providing quick access to several key features from main icon
• Improved accessibility display
• General bug fixes

Feature availability depends on both plan and participant settings.

Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan.
©2018 Schwab Retirement Plan Services, Inc. All rights reserved.
(0218-8WDE)

Jul 30
2018
Version 7.3.0

•Register Now - new users can now establish their credentials in the app
•Added ability to sort the information on the Positions, Asset Class, and Contributions screen
•Simplified display of the plan name throughout the app
•Bug fixes

Feature availability depends on both plan and participant settings.

Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan.
©2018 Schwab Retirement Plan Services, Inc. All rights reserved.
(0218-8WDE)

May 29
2018
Version 7.2.0

• Bug fixes

Apr 09
2018
Version 7.1.0

General Bug Fixes

Mar 12
2018
Version 7.0.1

Updated Login ID character limit.

Mar 06
2018
Version 7.0.0

What's New in Schwab Workplace Retirement Mobile 7.0
• Improved app performance
• Page design and look and feel updates
• Login process improvements
o Supports passcode feature
o Additional biometric functionality
• Account Overview contains high level chart view with expandable dedicated details view
• Simplified menu makes it easier to find the feature you want
• Onboarding Carousel --- Helpful tips to update users & help successfully onboard & engage them during their first interactions with the app
• Coach Marks – Instructional user interface hints
• New Media Center functionality
• Refreshed Markets experience with new modules for Futures, Top Mentions, and Market Volatility
• Bug fixes

Feature availability depends on both plan and participant settings.

Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan.
©2018 Schwab Retirement Plan Services, Inc. All rights reserved.
(0218-8WDE)

Oct 30
2017
Version 6.7.0

What's New in Schwab Workplace Retirement Mobile 6.7
•My Retirement Progress tool enhancements that allow you to input data, adjust assumptions, and view peer comparisons
•User interface improvements and easier access to website features
•General bug fixes

Sep 06
2017
Version 6.6.0

What's New in Schwab Workplace Retirement Mobile 6.6
• Account Overview updates (phone application only)
• Personal Performance default date range updated to Year To Date (YTD)
• App performance efficiencies
• General bug fixes

Jan 26
2017
Version 6.5.0

What's New in Schwab Workplace Retirement Mobile 6.5
• Refreshed Account Overview screen (phone application only)
• Security Enhancements
• General bug fixes

Dec 06
2016
Version 6.4.0

What's New in Schwab Workplace Retirement Mobile 6.4
• Touch ID - use fingerprint recognition to log in to your account on supported Apple devices
• Credential updates related to Login ID, Password, and Security Question & Answer management
• Forgot Login ID and Forgot Password enhancements
• Refreshed Account Overview screen (phone application only)
• General bug fixes

Sep 01
2016
Version 6.3.0

What's New in Schwab Workplace Retirement Mobile 6.3

• Seamless login to Schwab mobile application (available to users with more than one Schwab account)
• General bug fixes

Jul 27
2016
Version 6.1.1

What's New in Schwab Workplace Retirement Mobile 6.1.1
• General bug fixes

Apr 20
2016
Version 6.1.0

What's New in Schwab Workplace Retirement Mobile 6.1
• Account Summary updated to show additional balance information for multi-plan users
• Updated Transaction History to show additional request types
• General bug fixes

Dec 03
2015
Version 5.5.0

• Website feature links added to assist users with navigating directly to specific areas of the website.
• General bug fixes

Oct 28
2015
Version 5.4.0

• NEW: Schwab Workplace Retirement iPad app now available
• Bug fixes

Aug 11
2015
Version 5.2.0

New features added, including the ability to:

• Update Contribution Rates
• Implement New Investment Instructions
• Review & Cancel Pending Requests

*Feature availability depends on both plan & participant settings.

Jun 17
2015
Version 5.0.0.81

Plan Enrollment*, including:
• Initial Login Setup
• Contribution rate elections
• Investment instructions

*Feature availability depends on both plan and participant settings.

Apr 29
2015
Version 4.5.0.7

Full Website Access
- Launch a session & perform all activities available, including initiating transactions, through the app.

Oct 23
2014
Version 4.4.0.88

Minor bug fixes

Sep 19
2014
Version 4.3.0.236

Minor bugs fixes.

May 27
2014
Version 4.2.1.1

Access the latest headlines and market updates.
Bug fixes

May 19
2014
Version 4.2.0.165

Access the latest headlines and market updates.

Apr 29
2014
Version 4.1.3.6

● Expanded Personal Performance charting that allows you to filter by date range and an individual fund.
● Tap to expand mutual fund position charting allowing you to filter by date range, indicators, & different chart styles.
● IOS 7 bug fixes and updates.
● Bug fix for Transaction History

Apr 14
2014
Version 4.1.0.71

● Expanded Personal Performance charting that allows you to filter by date range and an individual fund.
● Tap to expand mutual fund position charting allowing you to filter by date range, indicators, & different chart styles.
● IOS 7 bug fixes and updates.

Dec 19
2013
Version 3.3.0.122

• View detailed information on your mutual fund positions.
• Bug fixes to improve experience.

May 09
2013
Version 3.1.0.301

Includes minor formatting, defect fixes, and disclosure updates.

Dec 18
2012
Version 2.4.0.222

Support for iPhone 5.

Oct 16
2012
Version 2.3.1.26

This update provides support for iOS6.

Sep 10
2012
Version 2.3.0.468

Bug fixes and login improvements.

Jul 02
2012
Version 2.2.0.282

Enhanced screen presentation with asset class and contribution graphics, plus additional view features such as plan messages and pending transaction alerts (when applicable).

Feb 14
2012
Version 1.2.0

Includes minor formatting, data labeling, and disclosure updates.

Sep 28
2011
Version 1.1.0

Includes additional history detail and general updates to disclosures.

May 27
2011
Version 1.0.1

Enhanced transaction history.

May 17
2011
Version 1.0

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