Да, Schwab Advisor Center® Mobile полностью бесплатное и не содержит встроенных покупок или подписок.
⚠️ Приложение Schwab Advisor Center® Mobile имеет низкие оценки и отрицательные отзывы. Пользователи, похоже, недовольны его качеством или функциями.
Приложение Schwab Advisor Center® Mobile бесплатное.
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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.
You have a long way to go on technology. Get innovative! Be the leader.
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.
Schwab can do better for their RIAs! The app has little to no value…
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?
You can’t do anything with the app as an advisor. It’s completely useless.
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,
The app does not work with MFA.
App doesn’t accept my credentials on IPhone 8+
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.
