Schwab Advisor Center® Mobile
| Category | Price | Seller | Device |
|---|---|---|---|
| Finance | Free | The Charles Schwab Corporation | iPhone, iPad, iPod |
* 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, and history.
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.
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
Reviews
Very handy, nice job
Sherpa147
Advisors will find the account search helpful. Nice design, very intuitive
Looks great
Nga3452
This 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.
A Great First Step!
Kenny Gut
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!
Not universal
EmilyLeoPhone
It 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.
Amazing Omission
PeteGT
This app does not support special characters in the password field. Amazingly, this has glitch has been noted for years.
What's the point
Skaggsy919
I downloaded this and immediately deleted it. There is one pointless graph. If you need something just use chrome to access the institutional site.
What's the point
Skaggsy919
I downloaded this and immediately deleted it. There is one pointless graph. If you need something just use chrome to access the institutional site.
Is Schwab committed to this app?
Alistair_J
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?
What's the point?
pgw321
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?
Doesn't work
Chaseonriv
I 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!
