Charles Schwab 401k (edited)

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Sri
Sri Member ✭
edited September 2023 in Report Missing Financial Institution

Please add www.schwabplan.com as a 401K provider.

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Already Offered · Last Updated

Charles Schwab 401(k) is available in Simplifi under workplace.schwab.com

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited August 2023
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    Hello @Sri,

    Thanks for posting your request to the Community!

    It looks like Charles Schwab 401(k) is already offered in Simplifi:

    Screenshot 2023-08-28 at 1.40.17 PM.png

    When I type in www.schwabplan.com, I'm redirected to workplace.schwab.com, so I'd try all 3 of those bottom options. Please let us know how it goes!

    -Coach Natalie

  • Sri
    Sri Member ✭
    edited August 2023
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    Nice! I am new to simplifi and I overlooked that given my bookmark is still old.

    This worked for me. Thank you! Much appreciated.

    As an aside … would be good to rename one of those, or merge them, and add the "word" Schwab in the name.

    If there is a way for me to mark this closed, please let me know.

This discussion has been closed.

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