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Schwab Advisor Center® Mobile

Published by: The Charles Schwab
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Description

The Schwab Advisor Center® Mobile Application makes it easy for independent registered investment advisors with a valid login to monitor and manage client accounts from their iPhone and iPad.


* This application is for advisors whose firms' custody assets with Schwab, and must be approved and activated by the advisor’s Firm Security Administrator (FSA) before use.


MANAGE REMOTELY
Manage client accounts wherever you are with convenient access to account balances, positions, history and status of submitted requests.


FAST & EASY ACCESS
Conduct quick and easy searches for client account data using account name or number, in an easy-to-navigate format designed specifically for your iPhone and iPad.


SECURE INFORMATION
Multiple security layers keep data safe. Passwords and client data are not stored on your mobile device.


QUICK SUPPORT
Contact your service team or Advisor Platform Support directly from your phone with one-touch access.


DEPOSIT CHECKS IN A SNAP
With Schwab Mobile Deposit™, you can deposit checks directly into your client’s Schwab Brokerage and IRA accounts by snapping a few photos.


Schwab is committed to providing powerful and flexible technology to advisors and their clients. This application is part of an expanding ecosystem of robust, integrated platform and mobile solutions.


System availability and response times are subject to market conditions and mobile connection limitations.


Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries.


Schwab Advisor Center is a website of CS&Co for the exclusive use of its independent investment advisor clients.


Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Schwab.


Independent investment advisors are not owned, affiliated with or supervised by Schwab.


Charles Schwab & Co., Inc., 211 Main Street, San Francisco, CA 94105



Copyright
© 2024 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CS14169-00

(1023-3NX9)
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Schwab Advisor Center® Mobile FAQ

  • Is Schwab Advisor Center® Mobile free?

    Yes, Schwab Advisor Center® Mobile is completely free and it doesn't have any in-app purchases or subscriptions.

  • Is Schwab Advisor Center® Mobile legit?

    ⚠️ The Schwab Advisor Center® Mobile app has poor ratings and negative feedback. Users seem unsatisfied with its performance or features.

    Thanks for the vote

  • How much does Schwab Advisor Center® Mobile cost?

    Schwab Advisor Center® Mobile is free.

  • What is Schwab Advisor Center® Mobile revenue?

    To get estimated revenue of Schwab Advisor Center® Mobile app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.

User Rating
App is not rated in Canada yet.
View ratings in United States
Ratings History

Schwab Advisor Center® Mobile Reviews

App information lost

SameermMehta on

United States

TD Ameritrade offered a lot more information and tools to look at balance history, detailed profit/loss screen, research facility.. it’s a struggle to find anything on Charles Swab. You will do your clients a favor if you take the Ameritrade application and reinstate as Charles Swab.

Get with the times

Will7129 on

United States

You have a long way to go on technology. Get innovative! Be the leader.

Lacks no functionality, merely a utility

Little dragon KK on

United States

Years of feedback in the App Store has continued to go unanswered. Advisors want the very least to deposit checks via mobile and do block trades under a specific master account (can do allocations on web afterwards). Perhaps include on demand move money features that have standing LOAs would be great too. Don’t quite understand who the product manager or lead developer here is when every review is less than 2 stars.

Disappointment!

BJN4460 on

United States

Schwab can do better for their RIAs! The app has little to no value…

No improvements in 5 Years

Little dragon KK on

United States

Major features needed 1) Money Movement still not available 2) Block Trading not available Features not working in latest build 1) Account search does not work. How? Where is the QA on this?

Why even have it?

jasonwilliamcarter on

United States

You can’t do anything with the app as an advisor. It’s completely useless.

Terrible

b$$$$$$$ on

United States

I can’t even say how long I have been waiting for a check deposit feature. When I open the app I am automatically greeted with an error message, have not had the opportunity to even try the delist feature, I have my doubts it even exists. Only thing you can do is check balances and positions,

Doesn’t work with MFA

markf52 on

United States

The app does not work with MFA.

Advisor mobile

ehf01 on

United States

App doesn’t accept my credentials on IPhone 8+

This app is absolutely not advisor friendly.

Jake McGuire on

United States

I am practically unable to do anything productive whatsoever with this app. You cannot view any meaningful information regarding an account other than their holdings. You cannot trade. You cannot view personal client details. You cannot use Schwab’s stock research tab. I don’t understand the point of this app. Seems worthless.

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Store Rankings

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Schwab Advisor Center® Mobile Competitors

Name
TD Ameritrade AdvisorClient®
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myAdvisorLink
by Advyzon
Altruist Client
The way money should feel.
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Schwab Advisor Center® Mobile Installs

Last 30 days

-1

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Schwab Advisor Center® Mobile Revenue

Last 30 days

$-1

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Schwab Advisor Center® Mobile Revenue and Downloads

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App Info

Category
Finance
Publisher
The Charles Schwab
Languages
Spanish, French, English
Recent release
5.3.0 (2 months ago )
Released on
Jun 28, 2012 (12 years ago )
Also available in
United States , Australia , Nigeria , Taiwan , Lithuania , New Zealand , Norway , Netherlands , Malaysia , Mexico , Malta , North Macedonia , Latvia , Luxembourg , Pakistan , Sri Lanka , Lebanon , Kazakhstan , Kuwait , South Korea , Japan , Singapore , South Africa , Vietnam , Uzbekistan , Ukraine , Türkiye , Thailand , Slovakia , Slovenia , Peru , Sweden , Saudi Arabia , Russia , Romania , Portugal , Poland , Italy , Philippines , Belarus , Denmark , Germany , Czechia , Cyprus , Colombia , China , Chile , Switzerland , Canada , Dominican Republic , Brazil , Brunei , Bahrain , Belgium , Azerbaijan , Austria , Argentina , Armenia , Greece , Iceland , India , Israel , Ireland , Indonesia , Hungary , Croatia , Hong Kong SAR China , United Arab Emirates , United Kingdom , France , Finland , Spain , Egypt , Estonia , Ecuador , Algeria
Last Updated
13 hours ago
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