5.2.0 インストールしても安全
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)
概要
Schwab Advisor Center® Mobile は、 The Charles Schwab Corporationによって開発されたカテゴリ ビジネス の Freeware ソフトウェアです。
Schwab Advisor Center® Mobile の最新バージョン 5.2.0 2024/10/03 にリリースです。 それは最初 2024/03/23 のデータベースに追加されました。
Schwab Advisor Center® Mobile が次のオペレーティング システムで実行されます: iOS。
ユーザー Schwab Advisor Center® Mobile の 2 5 つの星からの評価を与えた。
関連
Altruist Client
Altruist offers a convenient platform for you to easily manage and monitor your investments and maintain a strong connection with your financial advisor.Black Diamond Wealth Platform
The Black Diamond Mobile phone application provides authorized Black Diamond clients with a user-friendly and sophisticated interface to access their portfolio data.City Center Financial
City Center Financial operates as a retirement planning firm with a nationwide presence. Their focus is on enabling clients to achieve a confident transition into retirement.Dominion Wealth
This mobile application provides users with the ability to access account information and balances, as well as easily communicate with their financial advisor.Ed Slott’s Elite IRA Advisor
Current members of Ed Slott’s Elite IRA Advisor GroupSM gain access to exclusive member-only content and notifications, such as timely announcements, member resources, a directory, multimedia, modules, Outflow, and more.Elements App
The Elements Financial Planning System™ app is an essential component of the comprehensive financial strategy offered by Elements.最新のレビュー
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