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About Schwab Workplace Retirement
Workplace retirement planning is now within reach—Schwab Workplace Retirement puts your savings strategy in your pocket. Stay connected to your retirement account anytime, anywhere with mobile access to the tools and insights you need to build toward your financial goals.
Take control of your retirement savings with straightforward enrollment and real-time account monitoring. Track how much you're saving and watch your balance grow as you stay informed about your progress. Whether you're just starting out or adjusting your strategy, you can make contribution elections on your terms and set up investment instructions for future contributions without the complexity.
Investing decisions are easier when you have the right information. Access market news and performance insights directly within the app so you can stay informed about trends that matter to your portfolio. Monitor your personal performance and understand how your choices impact your long-term wealth.
Security meets convenience—log in once and securely access the full website without needing to authenticate again. Whether you're reviewing account details during a lunch break or adjusting your investments before market close, Schwab Workplace Retirement gives you the flexibility to manage your plan your way.
Take ownership of your retirement journey today. Download Schwab Workplace Retirement and gain the confidence that comes from having complete control and visibility over your workplace retirement savings.
Pros & Cons
Pros
- Real-time account monitoring and balance tracking in one place
- Adjust contribution elections and investment instructions directly from phone
- Market news and performance insights integrated into the app
- Single login provides secure access to full website without re-authentication
Cons
- Requires active internet connection to view account and market data
- Real-time access to investment controls may encourage impulsive trading decisions
- Android-only; no iOS or desktop version available
- Account and login required before accessing any retirement plan information
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