The Schwab Advisor Center® Mobile Application provides independent registered investment advisors with a user-friendly tool to monitor and manage client accounts seamlessly from their iPhone and iPad.
- This application is exclusively available to advisors whose firms custody assets with Schwab, requiring approval and activation by the advisor’s Firm Security Administrator (FSA) prior to usage.
Manage Remotely:
- Effortlessly oversee client accounts from anywhere, accessing account balances, positions, history, and status of submitted requests.
Fast & Easy Access:
- Easily search for client account data by account name or number in a user-friendly format tailored for iOS devices.
Secure Information:
- Data security is paramount with multiple layers of protection ensuring that passwords and client data remain secure without storage on your mobile device.
Quick Support:
- Directly contact your service team or Advisor Platform Support with just one touch from your mobile phone.
Deposit Checks in a Snap:
- Utilize Schwab Mobile Deposit™ to easily deposit checks into your client’s Schwab Brokerage and IRA accounts by simply taking a few photos.
Schwab is dedicated to delivering sophisticated and adaptable technology solutions to advisors and their clients. This application is part of a growing ecosystem of powerful, integrated platform and mobile offerings.
Please note that system availability and response times may vary based on market conditions and mobile connection constraints.
Trademark Information:
- Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries.
The Schwab Advisor Center is a website of CS&Co designed exclusively for independent investment advisor clients utilizing Schwab Advisor Services™ for custody, trading, and support services.
*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)
Overview
Schwab Advisor Center® Mobile is a Freeware software in the category Business developed by The Charles Schwab Corporation.
The latest version of Schwab Advisor Center® Mobile is 5.1.0, released on 03/23/2024. It was initially added to our database on 03/23/2024.
Schwab Advisor Center® Mobile runs on the following operating systems: iOS.
Users of Schwab Advisor Center® Mobile gave it a rating of 2 out of 5 stars.
Pros
- Convenient access to client account information on-the-go
- Ability to view account balances, holdings, transactions, and performance
- Easily communicate with clients through secure messaging
- Access to research and market data to help with investment decisions
- User-friendly interface for quick navigation
Cons
- Not all the features available on the desktop version are present in the mobile app
- Some users may find the app overwhelming due to the amount of information available
- Occasional glitches or slowness in loading data may occur
Screenshots (Click to view larger)
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