A free program for Android, by The Charles Schwab Corporation.
With the Schwab Workplace Retirement App, you can manage your retirement savings on the go. This convenient, on-the-go access lets you do things like:
- Check the balance of your retirement savings account
- Invest in a new retirement savings account
- Pay your taxes
- Add money to your existing savings account
- Get your financial advice
- Request an investment/transaction confirmation
- Request a loan
- Change your contribution amount
- Make a withdrawal
- View and download statements
The Schwab Workplace Retirement App is available to participants of the following retirement plans:
- Schwab Individual Savings Plan (ISP)
- Schwab Simplified Employee Benefit Plan (SEBP)
- Schwab Traditional Employee Benefit Plan (TEBP)
- Schwab Executive Benefit Plan (EPBP)
- Schwab Total Compensation Plan (TCP)
The app requires you to provide a Wi-Fi connection or mobile data connection to access your account.
