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Schwab Retirement Technologies

chrisnre

There are currently a number of smaller retirement providers that use Schwab solutions:
https://www.schwabrt.com/

To access the accounts, they all use a similar URL template of:
https://xxx.retirement.schwabrt.com/participant/

Where "xxx" is a 3-character code for each retirement providers

My company used Chernoff Diamond, so their URL is:
https://cnd.retirement.schwabrt.com/participant/

I've tried all the Schwab account integrations and they don't seemt to work.

Has anyone had any success connected to these types of accounts?

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Comments

Coach Natalie

@chrisnre, thanks for posting your inquiry to the Community!

I'm not finding the URLs you provided above listed in Quicken Simplifi, so it sounds like this is most likely separate from the generic Schwab connection, and is something that's not currently available. With that, I went ahead and turned this into a Missing Financial Institution Request so other users can vote on it and we can keep it updated with any news if/when it becomes available.

I hope this helps!

-Coach Natalie

chrisnre

Here is a list of other institutions I could find that are using the same platform, which should come up in the Community Search. Since Schwab is providing the backend of all of them, I think they would all be enabled if this Institution Request is granted:

BNC National Bank
https://bnc.retirement.schwabrt.com/participant/

California Pensions
https://cal.retirement.schwabrt.com/participant/

Carroll Consultants
https://adc.retirement.schwabrt.com/participant/

Chernoff Diamond
https://cnd.retirement.schwabrt.com/participant/

Associated Bank
https://asb.retirement.schwabrt.com/participant/

First Hill
https://bac.retirement.schwabrt.com/participant/

Erisa
https://dcm.retirement.schwabrt.com/participant/

FinDec
https://fnd.retirement.schwabrt.com/participant/

Future Benefits of America
https://fba.retirement.schwabrt.com/participant/

Evolve Retirement Plan Solutions
https://gar.retirement.schwabrt.com/participant/

ACCG Retirement Services
https://gbc.retirement.schwabrt.com/participant/

EBS - Employment Benefit Services
https://hci.retirement.schwabrt.com/participant/

Invisor
https://inv.retirement.schwabrt.com/participant/

MVP Plan Administrators
https://mvp.retirement.schwabrt.com/participant/

nyhart
https://nyh.retirement.schwabrt.com/participant/

Rudd and Wisdom
https://rwi.retirement.schwabrt.com/participant/

P&A Group
https://pag.retirement.schwabrt.com/participant/

PCA - Pension Corporation of America
https://pca.retirement.schwabrt.com/participant/

Pension Parameters
https://ppf.retirement.schwabrt.com/participant/

NestEggs
https://egg.retirement.schwabrt.com/participant/

RiversEdge
https://rer.retirement.schwabrt.com/participant/

USI Consulting Group
https://usi.retirement.schwabrt.com/participant/
https://kpi.retirement.schwabrt.com/participant/
https://hhc.retirement.schwabrt.com/participant/

First Midwest
https://rtd.retirement.schwabrt.com/participant/

Spectrum Employee Benefits
https://seb.retirement.schwabrt.com/participant/

Security National Wealth Management
https://snl.retirement.schwabrt.com/participant/

SVS
https://svs.retirement.schwabrt.com/participant/

Texas Bank and Trust
https://tbt.retirement.schwabrt.com/participant/

Leading Retirement Solutions
https://lrs.retirement.schwabrt.com/participant/

Leverage
https://smg.retirement.schwabrt.com/participant/

Westpac Retirement Vista
wpc.retirement.schwabrt.com/participant/

Nathan.zach

Commenting to add and up vote. I need my employer 401k account through associated bank listed above included.

cbray

Please add support for this. Thanks.

chrisnre

Updating here that an announcement was made by Schwab Retirement Technologies allowing plan participants the ability to link retirement accounts with several financial aggregators beginning on or about June 1, 2024.

[removed] are currently supported.

Hoping that Quicken can join in soon as well.

OnlineAccountAggregatorAccessAnnouncement.pdf

mbaylor

Looking forward to support for Associated Bank Retirement Services (which uses Schwab as their backend). @chrisnre outlined this perfectly above!

This is my last retirement account that I cannot link.

SimplifyQuestions

Has there been any movement on this?