USICG Retirement Plan 4+

Uniondale/NY

Schwab Retirement Technologies Inc.

    • Free

Screenshots

Description

USI Consulting Group’s Retirement Plan app helps you keep tabs on your retirement account 24/7. It’s easy to register, check your balance and proactively manage your money. Start taking steps toward a financially secure future today.

You can:
•Check your balance, portfolio performance and recent transactions
•View and update investment elections
•Research investment performance
•Manage beneficiaries and other profile information

This app is for USI Consulting Group Uniondale (formerly Chernoff Diamond) retirement plan participants.

What’s New

Version 1.11

New retirement progress score and interactive calculator (if available for your retirement plan)
Bug fixes and minor usability enhancements

App Privacy

The developer, Schwab Retirement Technologies Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • Identifiers

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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