Schwab Workplace Retirement
2.5star
534 reviews
100K+
Downloads
Everyone
info
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.
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
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.
Ratings and reviews
2.5
517 reviews
Craig Mills
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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!
95 people found this review helpful
A Google user
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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
Brett
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June 3, 2025
Login issue in Cellular & WiFi. "Invalid Certificate The certificate presented by the server was not recognized and your network data, including login and account information, could be exposed and manipulated. Do you trust Entrust Certification Authority - L1K to secure this connection?"
46 people found this review helpful
What’s new
What's New in Schwab Workplace Retirement Mobile 11.3.
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)
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)
App support
phone
Phone number
+18007247526
About the developer
The Charles Schwab Corporation
schwabmobile@schwab.com
3000 Schwab Way
Westlake, TX 76262
United States
+1 800-435-4000
