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Schwab Workplace Retirement App User Positive Comments 2024
Schwab Workplace Retirement app received 29 positive comments and reviews by users. Can you share your positive thoughts about schwab workplace retirement?
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Schwab Workplace Retirement for Positive User Reviews
✓ Monthly smile exercise….Opening up my Schwab app is so easy with facial recognition and it immediately causes a smile as I view my dashboard with all the pertinent information displayed. Thank you for taking the stress out of investing…….Version: 8.7
✓ Down to the point appIt has all the information I need displayed in easy to understand layout. Thanks..Version: 8.8.2
✓ Goes offline a lotThe app is very nice overall. My biggest issue is that the app goes offline a lot for Maintenace. Especially when I have time to use the app like nights and weekends. It would be a nice addition to see the investment options offered by my 401k plan. It’s difficult to find these and seems to launch an external window which makes the information difficult to read on my phone..Version: 7.8.0
✓ FunctionalI wanted this app in order to check my balance and update contributions without having to log on through my work laptop and internal network. This app checks those boxes and also has a great rate of return feature..Version: 7.2.0
✓ AppThis app is easy to use The platform places all the data I need to make decisions and track my progress in a few clicks..Version: 8.7
✓ Great app…easy to useI enjoy using the Schwab app…it’s easy to use and gives me the info I need about my account quickly without having to do a lot of searching..Version: 8.7
✓ Solid AppI like the fact that the app gives you the ability to see your percent invested and the breakdown of how your money is being invested. The only thing I don’t like is that if you want to change your plan, you can’t simply click on your contribution, where you change your percentage and then click on the section that would allow you to change the plan. You have to click on the top right drop down menu, then click on history and then you can adjust which plan you are invested in percentage wise. It’s a pain in the neck..Version: 7.3.0
✓ Great when it worksHave trouble every month trying to get in and see my 401k, especially when trying to jump between apps to see my Roth IRA. They don’t seem to speak to each other all the time..Version: 7.2.0
✓ Works wellThe Schwab app is well thought out and efficient. I use it to manage multiple accounts and switching between accounts is seamless and transparent. This includes cash account IRA institutional and others..Version: 8.5
✓ Excellent AppThis is an easy application to be able to quickly view and modify your retirement funds right from your smart phone..Version: 7.8.0
✓ Monktavia RebuttalThis app is great idk what your talking about when you say it’s poorly designed. Judging by the fact you complain about the app in your comments but rate it 5/5 it appears your a nonsensical individual who is afraid of Schwab for no apparent reason and should not be trusted in terms of writing an accurate review. This is a great app shame on you for saying otherwise. just because you can not budget well enough to fund your 401k sufficiently does not mean the app is poorly designed. Shame on you..Version: 8.10
✓ Great retirement outlookThis is a great app to quickly see my retirement account, and the My Retirement Progress is a terrific feature. What I’d like to see enhanced is a way to include my spouse’s SSN benefit separate from my own, but have her benefit included in the overall picture of what our retirement picture might look like..Version: 7.2.0
✓ Won’t let me enroll my planThe app will not let me enroll my plan. There’s no way to view your current assets or positions , gains or losses ... etc. It is useless. Called the IT number they weren’t able to fix it put in a “ticket” to the app team. No one has ever contacted me..Version: 7.2.0
✓ Can’t review historyCannot review history. I put in new date and it reverts to current date. Need this fixed..Version: 8.6
✓ Well designed!This app is one of the best I’ve used. It is logically laid out, easy to understand and the font size is large enough to see. And it never has a hitch or hiccup ... it simply works whenever you need it..Version: 8.3.0
✓ OldCheck other financial websites to your way behind on technology updates This is like a 10 years old websites account.Version: 8.7
✓ Determine Which Schwab App.Note there are multiple Schwab apps. You will need to determine which one is applicable to your account and download that app. to access your account..Version: 7.6.0
✓ Personal performance vs indexesGreat mobile app and account aggregation would like to be able to compare 401k portfolio performance to index returns and other portfolios at Schwab for specific time periods..Version: 8.7
✓ Features missing latelyWas an adequate app for causal tracking of employers 401k and Roth accounts. Recently seem to have lost the ability to change investment instructions via the app. Can currently still adjust contribution percentage when you want but I no longer can adjust investment percentages to funds offered. For folks who want to adjust strategies on market movements it’s frustrating..Version: 8.8
✓ User Interface Needs ReorganizationUser interface is not very intuitive. Could organize with lists of accounts and then lists of assets within those accounts. Those can then be tabulated with performance both daily and since inception (or some other modifiable time range). See Fidelity’s app..Version: 7.2.0
✓ Great appVery easy to use and understand. It gives you tools to check your investment progress..Version: 8.7
✓ Retirement planning made simple!It can’t get any simpler! The Schwab app allows me to monitor my retirement in real time and make changes, whenever I choose to do so! I enjoy reading the insights and having the flexibility to make adjustments at my fingertips. I highly recommend it!.Version: 9.1
✓ Choppy, slow, and interface reminds me of a MySpace pageTo go over all the issues would take pages and pages and I just don’t have that kind of time.Version: 8.4.0
✓ Looks like age old appUser interface is pretty outdated. The total market value field doesn’t get updated properly. Ending value field has different data comparative..Version: 8.4.1
✓ Yet another pin requiredTried logging in with Touch ID today like in the past and this app is now requiring a new 6-digit pin. Very frustrating. If Apple still allows me a 4-digit pin, I think this app should too; otherwise it’s just another thing to have to remember..Version: 7.3.0
✓ One starI’m giving it one star because I just started using it 2 minutes ago and the review window has already popped up 3 times and it’s very annoying..Version: 8.5
✓ BuggyApp used to be better. Since the update, things are now harder to find, and worse, the app utterly fails to log me in with face ID on a repeated basis, it will forget to ask for face ID, or just forget that I have that option selected. It smells like they did not want to take the time to design this app well, preferring something pretty looking over something that works well..Version: 7.0.1
✓ All in one super appIm so much loving it. Its been one year i hv been using this app. And its on stop shop for me to see my checking account, trade account and 401k account. I can see everything here on one go..Version: 8.4.0
✓ The Mobil site is worthlessFor example it shows ytd 401k contributions but doesn’t show Employers DC contributions. Thus I have no idea where I am in regards to my 415c limits. I find I have to log onto the full site. Thus it would be nice to have a single click to full site..Version: 7.2.0
😕 Schwab Workplace Retirement Negative Reviews
