What's New in Schwab Workplace Retirement Mobile 10.1.0 • Support for dark mode. • Link to My Financial Guide on the overview page. • Various security enhancements and minor bug fixes 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. ©2024 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)
Slow performance
Performance is abit slow, everything works fine
PCRA data is not getting updated correctly
PCRA account value takes long time to update. You need wait for a day. User interface is pretty outdated. The total market value field doesn’t get updated properly.
Every year I lose money
Every year the only one gaining is Charles Schwab. The investment market is a scam manipulated by big corporations.
Peer comparison
You all have access to my accounts at Schwab and soon my accounts transferring from Td. You all would at least include what you have at Schwab to let me know what my retirement looks like instead of only considering my 401k acct??
Clunky
I’m new to using this app but it is not intuitive nor is it user-friendly. Seems to be very clunky and hard to find information. I know I’ll take some time getting to use this, but it is not easy to begin with. Seems to me that it should have some ability to be tailored to the specific user. I can’t find easy to use information off the bat. And getting to the information I want takes more than two clicks to get there!
Stop changing the app
Who sits on these planning committees? Stop changing the app interface. It always gets more complicated and less user friendly
Good Service
Good app, works well.
What's New in Schwab Workplace Retirement Mobile 10.1.0 • Support for dark mode. • Link to My Financial Guide on the overview page. • Various security enhancements and minor bug fixes 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. ©2024 Schwab Retirement Plan Services, Inc. All rights reserved. (0622-2PS3)
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