PensionBee: Roll over 401(k)s

Name: PensionBee: Roll over 401(k)s
Rating: 4.7 (12 reviews)
Author: PensionBee

by PensionBee

iPhone · iPad

Active Last checked 7 Aug 2026

App Store ↗

Quick verdict

What it is: Store information collected; independent summary not yet available.
At a glance: Free to download

Categories and search queries

Official categories

Finance

AppCorpus categories

Finance

Key functions

Function	Availability	Access	Scope	Evidence
Free app	Yes	Free	—	Store published

Screens

App Store

24 store screenshots

PensionBee: Roll over 401(k)s ipad screenshot 1

PensionBee: Roll over 401(k)s ipad screenshot 2

PensionBee: Roll over 401(k)s ipad screenshot 3

PensionBee: Roll over 401(k)s ipad screenshot 4

Pricing & paywalls

App Store

Free

Last verified 7 Aug 2026

Ratings & reviews

App Store

4.7 12 ratings · App Store

5/5I know my savings!
I’m in my 40s and could never tell you how much I had saved but now this app makes it so easy to know - control - and keep saving! Thanks for the assist I didn’t know I needed

NicDef · 7 Aug 2026
5/5Easy to use
It’s a good service and the app is simple enough to use. It’s easy to check my retirement balance and I’m happy to have everything in one place.

Qwertyuiop42863 · 7 Aug 2026
5/5Great Service
Really helpful for my future finances and retirement planning.

Ginga spice · 7 Aug 2026
5/5East Roth IRA Transfer
Very smooth process to transfer my Roth IRA. They kept me updated throughout.

vawilki · 7 Aug 2026

Privacy & accessibility

App Store

Privacy

Data Linked to You — Analytics — Contact Info — Email Address Developer declared
Data Linked to You — Analytics — Contact Info — Name Developer declared
Data Linked to You — Analytics — Contact Info — Other User Contact Info Developer declared
Data Linked to You — Analytics — Contact Info — Physical Address Developer declared
Data Linked to You — Analytics — Financial Info — Other Financial Info Developer declared
Data Linked to You — Analytics — Identifiers — Device ID Developer declared
Data Linked to You — Analytics — Identifiers — User ID Developer declared
Data Linked to You — Analytics — Location — Coarse Location Developer declared
Data Linked to You — Analytics — Usage Data — Advertising Data Developer declared
Data Linked to You — Analytics — Usage Data — Other Usage Data Developer declared
Data Linked to You — Analytics — Usage Data — Product Interaction Developer declared
Data Linked to You — App Functionality — Contact Info — Email Address Developer declared
Data Linked to You — App Functionality — Contact Info — Name Developer declared
Data Linked to You — App Functionality — Contact Info — Other User Contact Info Developer declared
Data Linked to You — App Functionality — Contact Info — Phone Number Developer declared
Data Linked to You — App Functionality — Contact Info — Physical Address Developer declared
Data Linked to You — App Functionality — Financial Info — Other Financial Info Developer declared
Data Linked to You — App Functionality — Identifiers — User ID Developer declared
Data Linked to You — App Functionality — Sensitive Info Developer declared
Data Linked to You — App Functionality — Usage Data — Other Usage Data Developer declared
Data Linked to You — App Functionality — User Content — Photos or Videos Developer declared
Data Linked to You — Developer’s Advertising or Marketing — Contact Info — Email Address Developer declared
Data Linked to You — Developer’s Advertising or Marketing — Contact Info — Name Developer declared
Data Linked to You — Developer’s Advertising or Marketing — Contact Info — Other User Contact Info Developer declared
Data Linked to You — Developer’s Advertising or Marketing — Identifiers — Device ID Developer declared
Data Linked to You — Developer’s Advertising or Marketing — Identifiers — User ID Developer declared
Data Linked to You — Developer’s Advertising or Marketing — Usage Data — Advertising Data Developer declared
Data Linked to You — Developer’s Advertising or Marketing — Usage Data — Other Usage Data Developer declared
Data Linked to You — Developer’s Advertising or Marketing — Usage Data — Product Interaction Developer declared
Data Linked to You — Other Purposes — Contact Info — Email Address Developer declared
Data Linked to You — Other Purposes — Contact Info — Name Developer declared
Data Linked to You — Other Purposes — Contact Info — Other User Contact Info Developer declared
Data Linked to You — Other Purposes — Contact Info — Physical Address Developer declared
Data Linked to You — Other Purposes — Financial Info — Other Financial Info Developer declared
Data Linked to You — Other Purposes — Identifiers — Device ID Developer declared
Data Linked to You — Other Purposes — Identifiers — User ID Developer declared
Data Linked to You — Other Purposes — Location — Coarse Location Developer declared
Data Linked to You — Other Purposes — Sensitive Info Developer declared
Data Linked to You — Other Purposes — Usage Data — Advertising Data Developer declared
Data Linked to You — Other Purposes — Usage Data — Other Usage Data Developer declared
Data Linked to You — Other Purposes — Usage Data — Product Interaction Developer declared
Data Linked to You — Other Purposes — User Content — Photos or Videos Developer declared
Data Linked to You — Product Personalization — Contact Info — Email Address Developer declared
Data Linked to You — Product Personalization — Contact Info — Name Developer declared
Data Linked to You — Product Personalization — Contact Info — Other User Contact Info Developer declared
Data Linked to You — Product Personalization — Contact Info — Physical Address Developer declared
Data Linked to You — Product Personalization — Financial Info — Other Financial Info Developer declared
Data Linked to You — Product Personalization — Usage Data — Advertising Data Developer declared
Data Linked to You — Product Personalization — Usage Data — Other Usage Data Developer declared
Data Linked to You — Product Personalization — Usage Data — Product Interaction Developer declared
Data Linked to You — Third-Party Advertising — Contact Info — Other User Contact Info Developer declared
Data Linked to You — Contact Info Developer declared
Data Linked to You — Financial Info Developer declared
Data Linked to You — Identifiers Developer declared
Data Linked to You — Location Developer declared
Data Linked to You — Sensitive Info Developer declared
Data Linked to You — Usage Data Developer declared
Data Linked to You — User Content Developer declared
Data Not Linked to You — Analytics — Diagnostics — Crash Data Developer declared
Data Not Linked to You — Analytics — Diagnostics — Other Diagnostic Data Developer declared
Data Not Linked to You — Analytics — Diagnostics — Performance Data Developer declared
Data Not Linked to You — Analytics — Other Data — Other Data Types Developer declared
Data Not Linked to You — App Functionality — Other Data — Other Data Types Developer declared
Data Not Linked to You — Developer’s Advertising or Marketing — Diagnostics — Crash Data Developer declared
Data Not Linked to You — Developer’s Advertising or Marketing — Diagnostics — Other Diagnostic Data Developer declared
Data Not Linked to You — Developer’s Advertising or Marketing — Diagnostics — Performance Data Developer declared
Data Not Linked to You — Developer’s Advertising or Marketing — Other Data — Other Data Types Developer declared
Data Not Linked to You — Other Purposes — Diagnostics — Crash Data Developer declared
Data Not Linked to You — Other Purposes — Diagnostics — Other Diagnostic Data Developer declared
Data Not Linked to You — Other Purposes — Diagnostics — Performance Data Developer declared
Data Not Linked to You — Other Purposes — Other Data — Other Data Types Developer declared
Data Not Linked to You — Product Personalization — Other Data — Other Data Types Developer declared
Data Not Linked to You — Diagnostics Developer declared
Data Not Linked to You — Other Data Developer declared
Data Used to Track You — Contact Info — Email Address Developer declared
Data Used to Track You — Contact Info — Name Developer declared
Data Used to Track You — Contact Info — Other User Contact Info Developer declared
Data Used to Track You — Contact Info — Physical Address Developer declared
Data Used to Track You — Contact Info Developer declared
Data Used to Track You — Identifiers — Device ID Developer declared
Data Used to Track You — Identifiers — User ID Developer declared
Data Used to Track You — Identifiers Developer declared
Data Used to Track You — Location — Coarse Location Developer declared
Data Used to Track You — Location Developer declared
Data Used to Track You — Usage Data — Advertising Data Developer declared
Data Used to Track You — Usage Data — Other Usage Data Developer declared
Data Used to Track You — Usage Data — Product Interaction Developer declared
Data Used to Track You — Usage Data Developer declared

Show more Show less

Accessibility

No accessibility labels collected yet.

Versions

App Store

1.5.0
Visual updates across the app - have feedback or questions? Let us know at [email protected]!
1.5.1
Some updates under the hood to keep the app running smoothly!
1.5.2
More updates to keep the app running smoothly!
1.5.3
Some updates to the sign up experience!
1.5.4
Some more changes under the hood!
1.5.5
This releases contains some updates under the hood to make bug resolution easier!
1.5.6
Updates under the hood!
1.5.7
Some small bug fixes. Have questions or feedback? Let us know at [email protected].
1.5.8
Some updates to keep the app running smoothly! Let us know if you have questions or feedback at [email protected].
1.6.0
Easily allocate your beneficiaries directly within the app! Let us know if you have questions or feedback at [email protected]
1.6.2
Lots of updates under the hood to keep the app running smoothly!
1.6.3
More updates to make it even easier to roll over!
1.6.4
More updates under the hood!
1.6.5
Some visual improvements and updates under the hood!
1.7.0
Some visual updates and security enhancements to the app.
1.7.1
More updates under the hood!
1.7.10
Updates to MFA.
1.7.11 · 3 Aug 2026
Some updates to Distributions in the app.
1.7.2
More updates under the hood to keep the app running smoothly!
1.7.3
Some updates to make it even easier to complete your rollover!
1.7.4
Easily set up recurring contributions in just a few taps!
1.7.6
Some updates to the BeeHive experience!
1.7.7
Small tweaks under the hood.
1.7.8
Some small visual tweaks to the onboarding experience!
1.7.9
Some updates to Contributions in the app.

Show more Show less

Alternatives

Bolster: Get Your Credit Right — Same category + similar ratings
OCHO Affordable Car Insurance — Same category + similar ratings

Availability by market

Data quality & evidence

Page completeness: Live store listing
Last verified: 7 Aug 2026
Sources: App Store

Independent summary has not been published yet.

Report a correction

Use this page with an AI agent

AppCorpus MCP gives your agent current app data, prices, screens, features and sources.

Example prompt

Compare PensionBee: Roll over 401(k)s with Bolster: Get Your Credit Right.

View JSON

GET /api/v3/apps/6670795071

{
  "app_id": 6670795071,
  "canonical_url": "https://appcorpus.com/apps/pensionbee-roll-over-401-k-s-6670795071",
  "identity": {
    "name": "PensionBee: Roll over 401(k)s",
    "slug": "pensionbee-roll-over-401-k-s",
    "developer": {
      "name": "PensionBee",
      "url": "https://appcorpus.com/developers/pensionbee-developer_1f78c49b781fcce2eea2da03ca8b1e61"
    },
    "icon_url": "https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/39/95/61/399561f1-ecd4-e5e8-d289-9eec6b5ebaa2/AppIcon-0-0-1x_U007epad-0-1-85-220.png/512x512bb.jpg",
    "stores": [
      "apple"
    ],
    "platforms": [
      "iphone",
      "ipad"
    ],
    "status": {
      "state": "active",
      "label": "Active",
      "last_checked": "2026-08-07",
      "last_checked_label": "7 Aug 2026",
      "banner": null,
      "region_note": null
    }
  },
  "listings": [
    {
      "store": "apple",
      "status": "ACTIVE",
      "url": "https://apps.apple.com/us/app/pensionbee-roll-over-401-k-s/id6670795071?uo=4",
      "rating": 4.7,
      "rating_count": 12,
      "formatted_price": "Free",
      "is_free": true,
      "has_iap": false,
      "has_subscription": false,
      "version": "1.7.11",
      "updated": "2026-08-03",
      "currency": "USD"
    }
  ],
  "summary": {
    "one_liner": null,
    "summary": null,
    "best_for": [],
    "not_for": [],
    "status": "fallback",
    "at_a_glance": [
      "Free to download"
    ]
  },
  "categories": {
    "official": [
      "Finance"
    ],
    "appcorpus": [
      {
        "category_id": "finance",
        "label": "Finance",
        "url": "https://appcorpus.com/categories/finance"
      }
    ]
  },
  "use_cases": [],
  "features": [
    {
      "capability_id": "free_app",
      "label": "Free app",
      "availability": "yes",
      "access_level": "free",
      "scope": null,
      "evidence": "Store published"
    }
  ],
  "pricing": [
    {
      "store": "apple",
      "formatted_price": "Free",
      "is_free": true,
      "has_iap": false,
      "has_subscription": false,
      "currency": "USD",
      "market": "us",
      "last_verified": "2026-08-07",
      "rows": [
        "Free"
      ]
    }
  ],
  "screens": [
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/5e/b0/77/5eb077c3-f13d-4f2e-e5b6-df6c18b48fd5/1.png/1600x1600bb.jpg",
      "store": "apple",
      "platform": "ipad",
      "alt": "PensionBee: Roll over 401(k)s ipad screenshot 1"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/5e/b0/77/5eb077c3-f13d-4f2e-e5b6-df6c18b48fd5/1.png/360x480bb.jpg",
      "store": "apple",
      "platform": "ipad",
      "alt": "PensionBee: Roll over 401(k)s ipad screenshot 2"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/56/b8/de/56b8de29-a65b-4468-083b-28af44fc1d94/2.png/1600x1600bb.jpg",
      "store": "apple",
      "platform": "ipad",
      "alt": "PensionBee: Roll over 401(k)s ipad screenshot 3"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/56/b8/de/56b8de29-a65b-4468-083b-28af44fc1d94/2.png/360x480bb.jpg",
      "store": "apple",
      "platform": "ipad",
      "alt": "PensionBee: Roll over 401(k)s ipad screenshot 4"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/cf/72/71/cf7271b7-ef0c-5490-df54-610f935a845e/3.png/1600x1600bb.jpg",
      "store": "apple",
      "platform": "ipad",
      "alt": "PensionBee: Roll over 401(k)s ipad screenshot 5"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/cf/72/71/cf7271b7-ef0c-5490-df54-610f935a845e/3.png/360x480bb.jpg",
      "store": "apple",
      "platform": "ipad",
      "alt": "PensionBee: Roll over 401(k)s ipad screenshot 6"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/cb/b2/8f/cbb28ffd-6c83-d12a-8552-16e05f4eec71/4.png/1600x1600bb.jpg",
      "store": "apple",
      "platform": "ipad",
      "alt": "PensionBee: Roll over 401(k)s ipad screenshot 7"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/cb/b2/8f/cbb28ffd-6c83-d12a-8552-16e05f4eec71/4.png/360x480bb.jpg",
      "store": "apple",
      "platform": "ipad",
      "alt": "PensionBee: Roll over 401(k)s ipad screenshot 8"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/24/a4/41/24a4415d-e9d1-f59c-327b-181cced04f9c/5.png/1600x1600bb.jpg",
      "store": "apple",
      "platform": "ipad",
      "alt": "PensionBee: Roll over 401(k)s ipad screenshot 9"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/24/a4/41/24a4415d-e9d1-f59c-327b-181cced04f9c/5.png/360x480bb.jpg",
      "store": "apple",
      "platform": "ipad",
      "alt": "PensionBee: Roll over 401(k)s ipad screenshot 10"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/7e/19/19/7e191926-279c-2336-2ebe-ae74bc4eba9a/6.png/1600x1600bb.jpg",
      "store": "apple",
      "platform": "ipad",
      "alt": "PensionBee: Roll over 401(k)s ipad screenshot 11"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/7e/19/19/7e191926-279c-2336-2ebe-ae74bc4eba9a/6.png/360x480bb.jpg",
      "store": "apple",
      "platform": "ipad",
      "alt": "PensionBee: Roll over 401(k)s ipad screenshot 12"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/04/7e/a0/047ea067-1597-f5dd-71cf-e190e24eb76d/7.png/1600x1600bb.jpg",
      "store": "apple",
      "platform": "ipad",
      "alt": "PensionBee: Roll over 401(k)s ipad screenshot 13"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/04/7e/a0/047ea067-1597-f5dd-71cf-e190e24eb76d/7.png/360x480bb.jpg",
      "store": "apple",
      "platform": "ipad",
      "alt": "PensionBee: Roll over 401(k)s ipad screenshot 14"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/b1/e7/4e/b1e74e38-b375-b202-5b15-9c60d9dc1166/8.png/1600x1600bb.jpg",
      "store": "apple",
      "platform": "ipad",
      "alt": "PensionBee: Roll over 401(k)s ipad screenshot 15"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/b1/e7/4e/b1e74e38-b375-b202-5b15-9c60d9dc1166/8.png/360x480bb.jpg",
      "store": "apple",
      "platform": "ipad",
      "alt": "PensionBee: Roll over 401(k)s ipad screenshot 16"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/b9/b4/af/b9b4afbb-48f5-9160-5201-e9e417065454/1.png/1284x1600bb.jpg",
      "store": "apple",
      "platform": "iphone",
      "alt": "PensionBee: Roll over 401(k)s iphone screenshot 17"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/23/ac/fd/23acfd0c-1a0c-5d75-8fc9-e62d0c7221f8/2.png/1284x1600bb.jpg",
      "store": "apple",
      "platform": "iphone",
      "alt": "PensionBee: Roll over 401(k)s iphone screenshot 18"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/95/d7/99/95d7993b-7550-3e85-66af-7b674e7e5383/3.png/1284x1600bb.jpg",
      "store": "apple",
      "platform": "iphone",
      "alt": "PensionBee: Roll over 401(k)s iphone screenshot 19"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/54/59/b8/5459b807-5f68-6f16-6e82-7ab078fe0b25/4.png/1284x1600bb.jpg",
      "store": "apple",
      "platform": "iphone",
      "alt": "PensionBee: Roll over 401(k)s iphone screenshot 20"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/e2/5a/46/e25a46fa-074c-91d0-ec02-1ab7cca0f482/5.png/1284x1600bb.jpg",
      "store": "apple",
      "platform": "iphone",
      "alt": "PensionBee: Roll over 401(k)s iphone screenshot 21"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/a8/a8/3e/a8a83e72-db8f-799e-15fb-cd0e74fbfbbc/6.png/1284x1600bb.jpg",
      "store": "apple",
      "platform": "iphone",
      "alt": "PensionBee: Roll over 401(k)s iphone screenshot 22"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/a4/9b/a5/a49ba5e1-f486-44b9-52e9-6350c2e4469a/7.png/1284x1600bb.jpg",
      "store": "apple",
      "platform": "iphone",
      "alt": "PensionBee: Roll over 401(k)s iphone screenshot 23"
    },
    {
      "url": "https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/19/3e/22/193e22c6-59e9-f41f-9b2b-c0f1d11964f2/8.png/1284x1600bb.jpg",
      "store": "apple",
      "platform": "iphone",
      "alt": "PensionBee: Roll over 401(k)s iphone screenshot 24"
    }
  ],
  "ratings": [
    {
      "store": "apple",
      "average": 4.7,
      "count": 12,
      "market": "us",
      "observed_at": "2026-08-07",
      "reviews": [
        {
          "rating": 5,
          "title": "I know my savings!",
          "body": "I’m in my 40s and could never tell you how much I had saved but now this app makes it so easy to know - control - and keep saving! Thanks for the assist I didn’t know I needed",
          "author": "NicDef",
          "date": "7 Aug 2026"
        },
        {
          "rating": 5,
          "title": "Easy to use",
          "body": "It’s a good service and the app is simple enough to use. It’s easy to check my retirement balance and I’m happy to have everything in one place.",
          "author": "Qwertyuiop42863",
          "date": "7 Aug 2026"
        },
        {
          "rating": 5,
          "title": "Great Service",
          "body": "Really helpful for my future finances and retirement planning.",
          "author": "Ginga spice",
          "date": "7 Aug 2026"
        },
        {
          "rating": 5,
          "title": "East Roth IRA Transfer",
          "body": "Very smooth process to transfer my Roth IRA. They kept me updated throughout.",
          "author": "vawilki",
          "date": "7 Aug 2026"
        }
      ]
    }
  ],
  "privacy": [
    {
      "store": "apple",
      "declarations": [
        {
          "title": "Data Linked to You",
          "detail": "Analytics — Contact Info — Email Address",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Analytics — Contact Info — Name",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Analytics — Contact Info — Other User Contact Info",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Analytics — Contact Info — Physical Address",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Analytics — Financial Info — Other Financial Info",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Analytics — Identifiers — Device ID",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Analytics — Identifiers — User ID",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Analytics — Location — Coarse Location",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Analytics — Usage Data — Advertising Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Analytics — Usage Data — Other Usage Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Analytics — Usage Data — Product Interaction",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "App Functionality — Contact Info — Email Address",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "App Functionality — Contact Info — Name",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "App Functionality — Contact Info — Other User Contact Info",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "App Functionality — Contact Info — Phone Number",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "App Functionality — Contact Info — Physical Address",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "App Functionality — Financial Info — Other Financial Info",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "App Functionality — Identifiers — User ID",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "App Functionality — Sensitive Info",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "App Functionality — Usage Data — Other Usage Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "App Functionality — User Content — Photos or Videos",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Developer’s Advertising or Marketing — Contact Info — Email Address",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Developer’s Advertising or Marketing — Contact Info — Name",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Developer’s Advertising or Marketing — Contact Info — Other User Contact Info",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Developer’s Advertising or Marketing — Identifiers — Device ID",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Developer’s Advertising or Marketing — Identifiers — User ID",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Developer’s Advertising or Marketing — Usage Data — Advertising Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Developer’s Advertising or Marketing — Usage Data — Other Usage Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Developer’s Advertising or Marketing — Usage Data — Product Interaction",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Other Purposes — Contact Info — Email Address",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Other Purposes — Contact Info — Name",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Other Purposes — Contact Info — Other User Contact Info",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Other Purposes — Contact Info — Physical Address",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Other Purposes — Financial Info — Other Financial Info",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Other Purposes — Identifiers — Device ID",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Other Purposes — Identifiers — User ID",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Other Purposes — Location — Coarse Location",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Other Purposes — Sensitive Info",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Other Purposes — Usage Data — Advertising Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Other Purposes — Usage Data — Other Usage Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Other Purposes — Usage Data — Product Interaction",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Other Purposes — User Content — Photos or Videos",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Product Personalization — Contact Info — Email Address",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Product Personalization — Contact Info — Name",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Product Personalization — Contact Info — Other User Contact Info",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Product Personalization — Contact Info — Physical Address",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Product Personalization — Financial Info — Other Financial Info",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Product Personalization — Usage Data — Advertising Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Product Personalization — Usage Data — Other Usage Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Product Personalization — Usage Data — Product Interaction",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Third-Party Advertising — Contact Info — Other User Contact Info",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Contact Info",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Financial Info",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Identifiers",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Location",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Sensitive Info",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "Usage Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Linked to You",
          "detail": "User Content",
          "source": "Developer declared"
        },
        {
          "title": "Data Not Linked to You",
          "detail": "Analytics — Diagnostics — Crash Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Not Linked to You",
          "detail": "Analytics — Diagnostics — Other Diagnostic Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Not Linked to You",
          "detail": "Analytics — Diagnostics — Performance Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Not Linked to You",
          "detail": "Analytics — Other Data — Other Data Types",
          "source": "Developer declared"
        },
        {
          "title": "Data Not Linked to You",
          "detail": "App Functionality — Other Data — Other Data Types",
          "source": "Developer declared"
        },
        {
          "title": "Data Not Linked to You",
          "detail": "Developer’s Advertising or Marketing — Diagnostics — Crash Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Not Linked to You",
          "detail": "Developer’s Advertising or Marketing — Diagnostics — Other Diagnostic Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Not Linked to You",
          "detail": "Developer’s Advertising or Marketing — Diagnostics — Performance Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Not Linked to You",
          "detail": "Developer’s Advertising or Marketing — Other Data — Other Data Types",
          "source": "Developer declared"
        },
        {
          "title": "Data Not Linked to You",
          "detail": "Other Purposes — Diagnostics — Crash Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Not Linked to You",
          "detail": "Other Purposes — Diagnostics — Other Diagnostic Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Not Linked to You",
          "detail": "Other Purposes — Diagnostics — Performance Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Not Linked to You",
          "detail": "Other Purposes — Other Data — Other Data Types",
          "source": "Developer declared"
        },
        {
          "title": "Data Not Linked to You",
          "detail": "Product Personalization — Other Data — Other Data Types",
          "source": "Developer declared"
        },
        {
          "title": "Data Not Linked to You",
          "detail": "Diagnostics",
          "source": "Developer declared"
        },
        {
          "title": "Data Not Linked to You",
          "detail": "Other Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Used to Track You",
          "detail": "Contact Info — Email Address",
          "source": "Developer declared"
        },
        {
          "title": "Data Used to Track You",
          "detail": "Contact Info — Name",
          "source": "Developer declared"
        },
        {
          "title": "Data Used to Track You",
          "detail": "Contact Info — Other User Contact Info",
          "source": "Developer declared"
        },
        {
          "title": "Data Used to Track You",
          "detail": "Contact Info — Physical Address",
          "source": "Developer declared"
        },
        {
          "title": "Data Used to Track You",
          "detail": "Contact Info",
          "source": "Developer declared"
        },
        {
          "title": "Data Used to Track You",
          "detail": "Identifiers — Device ID",
          "source": "Developer declared"
        },
        {
          "title": "Data Used to Track You",
          "detail": "Identifiers — User ID",
          "source": "Developer declared"
        },
        {
          "title": "Data Used to Track You",
          "detail": "Identifiers",
          "source": "Developer declared"
        },
        {
          "title": "Data Used to Track You",
          "detail": "Location — Coarse Location",
          "source": "Developer declared"
        },
        {
          "title": "Data Used to Track You",
          "detail": "Location",
          "source": "Developer declared"
        },
        {
          "title": "Data Used to Track You",
          "detail": "Usage Data — Advertising Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Used to Track You",
          "detail": "Usage Data — Other Usage Data",
          "source": "Developer declared"
        },
        {
          "title": "Data Used to Track You",
          "detail": "Usage Data — Product Interaction",
          "source": "Developer declared"
        },
        {
          "title": "Data Used to Track You",
          "detail": "Usage Data",
          "source": "Developer declared"
        }
      ],
      "accessibility": []
    }
  ],
  "changes": [
    {
      "store": "apple",
      "version": "1.5.0",
      "released_at": null,
      "notes": "Visual updates across the app - have feedback or questions? Let us know at [email protected]!"
    },
    {
      "store": "apple",
      "version": "1.5.1",
      "released_at": null,
      "notes": "Some updates under the hood to keep the app running smoothly!"
    },
    {
      "store": "apple",
      "version": "1.5.2",
      "released_at": null,
      "notes": "More updates to keep the app running smoothly!"
    },
    {
      "store": "apple",
      "version": "1.5.3",
      "released_at": null,
      "notes": "Some updates to the sign up experience!"
    },
    {
      "store": "apple",
      "version": "1.5.4",
      "released_at": null,
      "notes": "Some more changes under the hood!"
    },
    {
      "store": "apple",
      "version": "1.5.5",
      "released_at": null,
      "notes": "This releases contains some updates under the hood to make bug resolution easier!"
    },
    {
      "store": "apple",
      "version": "1.5.6",
      "released_at": null,
      "notes": "Updates under the hood!"
    },
    {
      "store": "apple",
      "version": "1.5.7",
      "released_at": null,
      "notes": "Some small bug fixes. Have questions or feedback? Let us know at [email protected]."
    },
    {
      "store": "apple",
      "version": "1.5.8",
      "released_at": null,
      "notes": "Some updates to keep the app running smoothly! Let us know if you have questions or feedback at [email protected]."
    },
    {
      "store": "apple",
      "version": "1.6.0",
      "released_at": null,
      "notes": "Easily allocate your beneficiaries directly within the app! Let us know if you have questions or feedback at [email protected]"
    },
    {
      "store": "apple",
      "version": "1.6.2",
      "released_at": null,
      "notes": "Lots of updates under the hood to keep the app running smoothly!"
    },
    {
      "store": "apple",
      "version": "1.6.3",
      "released_at": null,
      "notes": "More updates to make it even easier to roll over!"
    },
    {
      "store": "apple",
      "version": "1.6.4",
      "released_at": null,
      "notes": "More updates under the hood!"
    },
    {
      "store": "apple",
      "version": "1.6.5",
      "released_at": null,
      "notes": "Some visual improvements and updates under the hood!"
    },
    {
      "store": "apple",
      "version": "1.7.0",
      "released_at": null,
      "notes": "Some visual updates and security enhancements to the app."
    },
    {
      "store": "apple",
      "version": "1.7.1",
      "released_at": null,
      "notes": "More updates under the hood!"
    },
    {
      "store": "apple",
      "version": "1.7.10",
      "released_at": null,
      "notes": "Updates to MFA."
    },
    {
      "store": "apple",
      "version": "1.7.11",
      "released_at": "2026-08-03",
      "notes": "Some updates to Distributions in the app."
    },
    {
      "store": "apple",
      "version": "1.7.2",
      "released_at": null,
      "notes": "More updates under the hood to keep the app running smoothly!"
    },
    {
      "store": "apple",
      "version": "1.7.3",
      "released_at": null,
      "notes": "Some updates to make it even easier to complete your rollover!"
    }
  ],
  "alternatives": [
    {
      "app_id": 1601211886,
      "name": "Bolster: Get Your Credit Right",
      "url": "https://appcorpus.com/apps/bolster-get-your-credit-right-1601211886",
      "reason": "Same category + similar ratings"
    },
    {
      "app_id": 6446600486,
      "name": "OCHO Affordable Car Insurance",
      "url": "https://appcorpus.com/apps/ocho-affordable-car-insurance-6446600486",
      "reason": "Same category + similar ratings"
    }
  ],
  "evidence_summary": {
    "index_state": "S1",
    "evidence_level": 1,
    "level_label": "Live store listing",
    "indexable": true,
    "last_verified_at": "2026-08-07",
    "unknown_fields": [
      "Independent summary has not been published yet."
    ],
    "sources": [
      "App Store"
    ]
  },
  "availability_markets": {
    "live": [
      "us"
    ],
    "selected": "us",
    "note": null
  },
  "feature_events": {
    "events": []
  },
  "features_slice": {
    "plans": [
      {
        "code": "free",
        "label": "Free",
        "kind": "free",
        "status": "inferred",
        "prices": [],
        "trial": null
      }
    ],
    "features": [],
    "unknown_features": [],
    "data_cutoff": "7 Aug 2026"
  }
}