Schwab Advisor Center® Mobile 5.2.0

Schwab Advisor Center® Mobile 5.2.0

The Charles Schwab Corporation – Freeware – iOS
out of 30 votes
Latest Version
5.2.0
Safe to install

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 5.2.0, 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)

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