SRT's brand-new app for Android and iOS allows participants to manage their account on the go. Working with a product manager and a team of engineers, I lead the design initiative on a green field native application to be consistent with Schwab Retirement's responsive web.

Information Architecture

This IA supports key user journeys and business objectives. The goal is to support both novice and experienced users in managing their retirement and health savings accounts effectively.

Key Features

As the founding designer on the team, I designed the user flows, wireframes, and interactions for the following set of features for Schwab RT’s greenfield native mobile app:

1. Account Dashboard:
   Displays balances, performance, and savings rate at a glance.

   
   

2. Biometric Login & Two-Factor Authentication:
   Provides secure, seamless login.

   
   

3. Retirement Income Forecast:
   Personalized income projections for future planning.

   
   

4. Secure Document Upload:
   Enables mobile document uploads with camera integration.

   
   

5. Profile & Beneficiary Management:
   Easy updates with reminders for outdated info.

   
   

6. Investment Updates:
   Real-time investment elections and plan performance access.

   
   

7. Educational Videos:
   In-app content on saving and investing principles.

   
   

8. Spanish Language Support:
   Multi-language support for broader accessibility.

   
   

9. Admin Customization:
   Plan-specific branding and custom features for administrators.

Interested in a detailed walkthrough? Please reach out.