The Schwab Advisor Center® Mobile Application makes it easy for independent registered investment advisors with a valid login to monitor and manage client accounts from their iPhone and iPad.
* This application is for advisors whose firms' custody assets with Schwab, and must be approved and activated by the advisor’s Firm Security Administrator (FSA) before use.
MANAGE REMOTELY
Manage client accounts wherever you are with convenient access to account balances, positions, history and status of submitted requests.
FAST & EASY ACCESS
Conduct quick and easy searches for client account data using account name or number, in an easy-to-navigate format designed specifically for your iPhone and iPad.
SECURE INFORMATION
Multiple security layers keep data safe. Passwords and client data are not stored on your mobile device.
QUICK SUPPORT
Contact your service team or Advisor Platform Support directly from your phone with one-touch access.
DEPOSIT CHECKS IN A SNAP
With Schwab Mobile Deposit™, you can deposit checks directly into your client’s Schwab Brokerage and IRA accounts by snapping a few photos.
Schwab is committed to providing powerful and flexible technology to advisors and their clients. This application is part of an expanding ecosystem of robust, integrated platform and mobile solutions.
System availability and response times are subject to market conditions and mobile connection limitations.
Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries.
Schwab Advisor Center is a website of CS&Co for the exclusive use of its independent investment advisor clients.
Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Schwab.
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)
Schwab Advisor Center® Mobile Positive Reviews
Looks greatThis application is really easy to use. I'm really looking forward to seeing what features are next. A move money feature would be nice to have..Nga3452Version: 1.0.0.58
Very handy, nice jobAdvisors will find the account search helpful. Nice design, very intuitive.Sherpa147Version: 1.0.0.58
A Great First Step!Gobs of basic information available! Now I don't need to drag my laptop all over the planet.
Looking forward to increased functionality, but this is a great start.
Dear Chuck,
Would love to have actionable alerts!.Kenny GutVersion: 1.0.0.58
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Schwab Advisor Center® Mobile Negative Reviews
Not universalIt works but I love to keep changing my phones every couple of weeks and this app is not universal on all platforms. They need to release this app on more platforms like Windows Phone 8 and possibly BB10 and then it will be true 5 stars..EmilyLeoPhoneVersion: 2.1.0.110
Lacks no functionality, merely a utilityYears of feedback in the App Store has continued to go unanswered. Advisors want the very least to deposit checks via mobile and do block trades under a specific master account (can do allocations on web afterwards). Perhaps include on demand move money features that have standing LOAs would be great too. Don’t quite understand who the product manager or lead developer here is when every review is less than 2 stars..Little dragon KKVersion: 4.1.2
TerribleI can’t even say how long I have been waiting for a check deposit feature. When I open the app I am automatically greeted with an error message, have not had the opportunity to even try the delist feature, I have my doubts it even exists. Only thing you can do is check balances and positions,.B$$$$$$$Version: 3.5
This app is absolutely not advisor friendly.I am practically unable to do anything productive whatsoever with this app. You cannot view any meaningful information regarding an account other than their holdings.
You cannot trade. You cannot view personal client details. You cannot use Schwab’s stock research tab.
I don’t understand the point of this app. Seems worthless..Jake McGuireVersion: 3.0
App information lostTD Ameritrade offered a lot more information and tools to look at balance history, detailed profit/loss screen, research facility.. it’s a struggle to find anything on Charles Swab.
You will do your clients a favor if you take the Ameritrade application and reinstate as Charles Swab..SameermMehtaVersion: 4.2.1
Why even have it?You can’t do anything with the app as an advisor. It’s completely useless..JasonwilliamcarterVersion: 3.9
Get with the timesYou have a long way to go on technology. Get innovative! Be the leader..Will7129Version: 4.2.1
Disappointment!Schwab can do better for their RIAs! The app has little to no value….BJN4460Version: 4.1
Advisor mobileApp doesn’t accept my credentials on IPhone 8+.Ehf01Version: 3.1
Doesn’t work with MFAThe app does not work with MFA..Markf52Version: 3.2
What's the point?I'm traveling with my brand new iPad and looking forward to the freedom from the office and still having the ability to easily monitor and manage client accounts. Lo and behold, you can't manage anything with this app. You can't trade, you can't move money, you can't check the status of trades or transfers...what's the point?.Pgw321Version: 2.4.0.71
Is Schwab committed to this app?You can't trade with this app. Considering the secure login required, it is surprising that there is no opportunity to execute.
No update since August 2015? Has Schwab lost interest in supporting the advisers using their tablets to work for their clients?.Alistair_JVersion: 2.4.0.71
Doesn't workI have used the app for years on my iPad. I got a notice that this was not going to work after some date in March so I upgraded the app. I cannot even open it. I removed it and started all over again. Same thing. Shame on Charles Schwab!.ChaseonrivVersion: 2.4.0.71
No frills basic app - almost useless appYou can't see a list of all accounts, can't see alerts for the day, no master view, can't execute trades. What is the app for?.Thinktank01Version: 2.4.0.71
What's the pointI downloaded this and immediately deleted it. There is one pointless graph. If you need something just use chrome to access the institutional site..Skaggsy919Version: 2.3.0.33
Amazing OmissionThis app does not support special characters in the password field. Amazingly, this has glitch has been noted for years..PeteGTVersion: 2.3.0.33
Login impossibleAs an advisor it is impossible to login. We need to use Symantec app to generate a temporary code. If I move from app to app Schwab resets my login ID information. Makes it impossible to jump from app to app in 20 seconds to retry my login info before the temporary passkey from Symantec changes..DassSmittyVersion: 2.4.0.71
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