Schwab Advisor Center® Mobile 5.2.0

The Charles Schwab Corporation – Freeware – iOS
out of 30 votes

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

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 5.2.0, released on 10/03/2024. 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)

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

Streamline Your Workflow with Elements App

Latest Version
5.2.0

Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

	Onyx Pro Client Setup Effortless Client Management with Onyx Pro
	GRip GRip by RipTrails: Your Ultimate Trail Navigation Companion
	ePub Reader for Windows versión Effortless eBook Reading with ePub Reader for Windows
	MiteNews MiteNews: Revolutionizing News Consumption
	Namirial Sign Effortless Digital Signing with Namirial Sign
	Recordify Effortlessly convert streaming music to MP3 with Recordify by Abelssoft

Most Popular Downloads

	UpdateStar Premium Edition Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
	Microsoft Visual C++ 2015 Redistributable Package Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft Edge A New Standard in Web Browsing
	Google Chrome Fast and Versatile Web Browser
	Microsoft Visual C++ 2010 Redistributable Essential Component for Running Visual C++ Applications
	Microsoft Update Health Tools Microsoft Update Health Tools: Ensure Your System is Always Up-to-Date!