Schwab Advisor Center® Mobile 5.2.0

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

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