SRT CLT
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SRT CLT
SRT CLT

SRT CLT

App Size: 27 MB
Release Date: Apr 9, 2022
Price: FREE
Price
FREE
Size
27 MB

Screenshots for App

iPhone
iPhone X
Explore the new app for plan participants from Schwab Retirement Technologies® (Schwab RT). For information about licensing this app, please contact [email protected].


FEATURES FOR PLAN ADMINISTRATORS
• Brand your licensed app with your own icon, logo, and colors
• Provide plan-specific branding after participants log in



FEATURES FOR PLAN PARTICIPANTS
• Use biometrics to log in conveniently and securely
• Check balances, portfolio performance, and recent transactions
• View and update investment elections
• Snap photos of documents and upload them securely to the plan administrator
• Get a retirement income forecast
• View educational videos about saving and investing principles
• Research investment performance
• Manage beneficiaries and other profile information



DISCLOSURE

vWise is not affiliated with or employed by the Charles Schwab Corporation. Schwab RT does not supervise third party firms and takes no responsibility to monitor the services they provide to you.



The Charles Schwab Corporation provides services to retirement plans and participants through its separate but affiliated subsidiaries: Charles Schwab & Co., Inc., Charles Schwab Trust Bank, and Schwab Retirement Technologies, Inc.® (Schwab RT). Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Trust, custody and deposit products and services are available through Charles Schwab Trust Bank, Member FDIC. Schwab RT is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent Third Party Administrators.



©2021. Schwab Retirement Technologies, Inc. All rights reserved. (0421-15JV)
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SRT CLT 1.5.1 Update
Jun 27, 2022 Version History
Bug Fixes and Minor Enhancements 1.5.X

~Schwab Retirement Technologies Inc.
More Information about: SRT CLT
Price: FREE
Version: 1.5.1
Compatibility: Requires Requires iOS 12 or later
Size: 27 MB
Genre: Finance
Release Date: Apr 9, 2022
Last Update: Jun 27, 2022
Content Rating: 4+
Developer: Schwab Retirement Technologies Inc.
Language: English -


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