Schwab Workplace Retirement

Name: Schwab Workplace Retirement
Availability: InStock
Rating: 2.5 (538 reviews)
Author: The Charles Schwab Corporation

The Charles Schwab Corporation

2.5

538 reviews

100K+

Downloads

Everyone

About this app

Owning your retirement has never been easier.

With the Schwab Workplace Retirement App, 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.

Android™ is a trademark of Google Inc. Use of this trademark is subject to Google's permission.

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 Plans. Trust, custody and deposit products and services are available through Charles Schwab Bank.

©2023 Schwab Retirement Plan Services, Inc. All rights reserved.

Updated on

Aug 25, 2025

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.

This app may share these data types with third parties

App activity, App info and performance, and Device or other IDs

This app may collect these data types

Personal info, Financial info and 4 others

Data is encrypted in transit

You can request that data be deleted

Ratings and reviews

2.5

521 reviews

A Google user

July 19, 2019

I received a server error when attempting to log in. "Internal Server Error - Read. The server encountered an internal error or misconfiguration and was unable to complete your request." Update: After reading another review, I selected "Accept" at the error message and was able to get into the site. That's not something I would have figured out on my own.

18 people found this review helpful

Nel Clemena

September 29, 2025

Uninstalled. Password or user name invalid, but web works. This app is a joke.

Craig Mills

July 2, 2021

Have been having login issues on the mobile app for two plus months now with no resolution. Multiple password resets to be 100 percent sure I have the correct password and it still throws they invalid user ID or password error. When I called two months ago, customer service said it was a known issue and it was going to be fixed in the next update. That was at least two updates ago. I can still access the desktop site, which is there only saving grace. Come on Schwab, this is pathetic!

100 people found this review helpful

What’s new

What's New in Schwab Workplace Retirement Mobile 11.4.0.1

Enhanced enrollment experience for new eligible participants.

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.

©2025 Schwab Retirement Plan Services, Inc. All rights reserved.

(0622-2PS3)

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