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Heritage Pension Advisors

Schwab Retirement Technologies Inc.
Free

About Heritage Pension Advisors

Manage and access your Heritage Pension Advisors account from anywhere




FEATURES
• Use biometrics to log in conveniently and securely
• Take photos of documents and upload them securely
• Access videos about saving and investing principles
• Research investment performance
• Manage beneficiaries
• Manage your profile
• Check balances, portfolio performance, and recent
transactions

• View and update investment elections

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