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Login: Plan Participants: Schwab Retirement Plan Center. SchwabSafe™ and Privacy. Read more about Schwab’s commitment. to online security and privacy. Contact Us. Speak with a Participant Services. Representative at 1-866-OUR-PDAP, 7:00am to 11:00pm ET. Forgot your Password?
Now you are ready to log in! • Have a Login ID and Password? Please use them to log in. • Forgot your Login ID or Password? Click the Forgot Login ID or Forgot Password links. After logging in, choose your investments and complete your beneficiary information. Need help? Please call 800-724-7526, Monday through Friday 8 a.m. to 10 p.m. ET.
Secure desktop login for current Charles Schwab clients.
New User? Register Now.
Schwab Retirement Business Services independent recordkeepers and plan sponsor clients can log in here for day-to-day administration and for access to reports. Log in to Schwab Retirement Center. Stock Plan Services including StockPlanManager® and EquiView® Platforms.
LOG IN. Questions? For login support please contact Schwab Client Services at myclientserviceteam@schwab.com. Any other inquires please call 877-319-2782.
Log in to your retirement account and manage your savings, investments, and goals with Schwab RT.
Investment Information. Plan Information. Stay connected to your Plan. Download our mobile app or call Participant Services at 800-724-7526.
Design an employer-sponsored retirement plan that helps your business attract and keep top talent. Schwab Retirement Plan Services acts as the recordkeeper, streamlines plan administration, and takes a holistic approach to helping support your employees' financial lives.
Ditch the one-size-fits-all approach to retirement services and design a workplace 401 (k) plan that fits the diverse needs of your employees. Explore how access to an array of investment options and thoughtful plan features can help you work toward your strategic goals and drive employees toward financial security.