fix problems on Schwab Workplace Retirement [iphone]

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—— Run into issues on Schwab Workplace Retirement? Get help pending when official support gets back to you!

Schwab Workplace Retirement
Info:
company: The Charles Schwab Corporation
: https://workplace.schwab.com/contact-us
Chat with our AI-based Schwab Workplace Retirement Support
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Search issue

Cumbersome to find or do anything

Fix: Create a checklist of the tasks you need to accomplish within the app. This can help you focus on one task at a time and reduce the feeling... ⇲

Difficult to find investment options

Fix: Use the search feature within the app to quickly locate specific investment options instead of browsing through menus. OR Create a list o... ⇲
 
Bugs issue

Incorrect buy/sell calculations

Fix: Double-check your transaction details before confirming any buy/sell orders. Ensure that the amounts and prices are correct to avoid errors.... ⇲

Erroneous retirement progress predictions

Fix: Review the assumptions used in the retirement calculator, such as expected returns and contribution rates, to ensure they align with your ac... ⇲
 
UI issue

Not user-friendly

Fix: Take advantage of any available tutorials or help sections within the app to better understand how to use its features effectively. OR Co... ⇲

Lacks date and time for balance

Fix: Check if there are settings within the app that allow you to customize the display of your account information, including date and time stam... ⇲

Cannot see current contribution selection

Fix: Navigate to the contributions section of the app and look for a summary or overview of your current selections. If not visible, try refreshi... ⇲

Clunky and hard to navigate

Fix: Take time to explore the app's layout and familiarize yourself with its structure. Consider creating a map of the app's features for easier... ⇲

Complicated user interface

Fix: Try to simplify your use of the app by focusing on the most important features you need and ignoring the rest until you become more comforta... ⇲

Laborious trading process

Fix: Familiarize yourself with the trading process by reviewing any available tutorials or guides within the app. OR Practice making small tra... ⇲

Lacks visibility of employer contributions

Fix: Check the account settings to see if there is an option to display employer contributions. If not, keep a manual record of contributions for... ⇲

Difficult to access full site

Fix: Try accessing the full site from a desktop or laptop computer, as mobile versions may have limited functionality. OR Use a different brow... ⇲

Lacks pertinent information display

Fix: Explore the app settings to see if there are options to customize the information displayed on your dashboard. OR Consider using external... ⇲
 
Settings issue

Difficult to change contribution plans

Fix: Review the contribution plan options in detail and make sure you understand the steps required to change them. Document each step to follow... ⇲

Lost ability to change investment instructions

Fix: Check if there are any updates available for the app that may restore this functionality. Update the app through the App Store if necessary.... ⇲
 
Login issue

Face ID login issues

Fix: Ensure that Face ID is enabled in your device settings and that the app has permission to use it. Go to Settings > Face ID & Passcode and ch... ⇲

Requires new 6-digit pin for login

Fix: Make sure to store your new 6-digit pin in a secure location where you can easily access it when needed. OR If you frequently forget your... ⇲
 
Account issue

Inconsistent account access

Fix: Ensure that your internet connection is stable and that you are using the latest version of the app to minimize access issues. OR Try acc... ⇲

Limited account activity history

Fix: Check if there are settings within the app that allow you to adjust the display of your account activity history. OR Keep a personal log... ⇲
 
Ads issue

Frequent review pop-ups

Fix: Check the app settings to see if there is an option to disable or limit the frequency of review pop-ups. OR If the pop-ups are distractin... ⇲
 
Customization issue

Basic app with few features

Fix: Explore the app thoroughly to ensure you are aware of all available features, as some may be hidden or not immediately obvious. OR Consid... ⇲
 
Support issue

Poor customer service follow-up

Fix: Document your interactions with customer service, including dates and details, to keep track of your inquiries and follow up as needed. OR... ⇲
 
Registration issue

Cannot enroll in plan

Fix: Double-check the enrollment requirements and ensure you meet all criteria before attempting to enroll again. OR Look for any online resou... ⇲
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 what users are saying
Good experience
94.7%

Bad experience
2.9%

Neutral
2.3%

~ from our NLP analysis of 62,827 combined software ratings.

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 Private Data Schwab Workplace Retirement collects from your iPhone
  1. Data Linked to You: The following data may be collected and linked to your identity:
    • Financial Info
    • Contact Info
    • User Content
    • Identifiers
  2. Data Not Linked to You: The following data may be collected but it is not linked to your identity:
    • Usage Data
    • Diagnostics
    • Other Data