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- Benefits by WEX Vs. Schwab Workplace Retirement
Benefits by WEX vs Schwab Workplace Retirement Usage & Stats
Keep tabs on all your benefit accounts by quickly checking your balances and details using our secure mobile app. With real-time access and intuitive navigation to all your important account information, our app includes the following features:
Easy, Convenient & Secure
• Simply login to the intuitive app using your same health benefits website username and password (or follow alternative instructions if provided)
• No sensitive account information is ever stored on your mobile device
• Use Touch ID or Face ID to quickly log in to the mobile app
Connects You with the Details
• Quickly check available balances 24/7
• View charts summarizing account(s)
• View claims requiring receipts
• Click to call or email Customer Service
• View your statements and notifications
• Scan product barcodes to determine their eligibility
Provides Additional Time-Saving Options (if supported or applicable to your account(s))
• File a claim towards your FSA and HRA
• Take or upload a picture of a receipt and submit for a new or existing claim
• View, contribute and distribute HSA transactions
• Pay bills from any account and add a payee
• Manage your expenses by entering medical expense information and supporting documentation
• View and Manage your HSA investments
• Retrieve your forgotten username/password
• Report a debit card as lost or stolen
Powered by WEX Health®
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What's New in Schwab Workplace Retirement Mobile 10.5.0
• New account overview screen experience
• Enhanced feature experiences for contribution rate, investment instructions, loans, and personal performance
• 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.
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- Free
- Finance
Store Rank
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Benefits by WEX vs. Schwab Workplace Retirement ranking comparison
Compare Benefits by WEX ranking trend in the past 28 days vs. Schwab Workplace Retirement
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Benefits by WEX vs. Schwab Workplace Retirement ranking by country comparison
Compare Benefits by WEX ranking trend in the past 28 days vs. Schwab Workplace Retirement
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Benefits by WEX VS.
Schwab Workplace Retirement
December 25, 2024