最新版本
5.2.0 安全安装
5.2.0 安全安装
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)
概述
Schwab Advisor Center® Mobile 是在由The Charles Schwab Corporation开发类别 Business Freeware 软件。
最新版本是 Schwab Advisor Center® Mobile 的 5.2.0 2024/10/03 上释放。 它最初被添加到我们的数据库 2024/03/23 上。
Schwab Advisor Center® Mobile 在下列操作系统上运行: iOS。
用户 Schwab Advisor Center® Mobile 2 个 5 星的评分，给了它。
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