Security National 401(k) Plan app for iPhone and iPad

4.6 ( 3056 ratings )

Finance Business
Developer: Schwab Retirement Technologies Inc.

Free

Current version: 1.9, last update: 9 months ago
First release : 15 Aug 2022
App size: 21.53 Mb

Keep your retirement account within reach, with the mobile benefits app from Security National Wealth Management.

FEATURES:
• Use biometrics to log in conveniently and securely
• Check balances, portfolio performance and recent transactions
• View and update investment elections
• Snap photos of documents and upload them securely to the plan administrator
• View educational videos about saving and investing principles
• Research investment performance
• Manage beneficiaries and other profile information