Schwab Advisor Center® Mobile 4+
The Charles Schwab Corporation
-
- Free
Screenshots
Description
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)
What’s New
Version 5.1.0
• Additional status information for requests that are not in good order
• User interface enhancements
• Bug fixes and performance enhancements
App Privacy
The developer, The Charles Schwab Corporation, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
- Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Usage Data
- Diagnostics
- Other Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- The Charles Schwab Corporation
- Size
- 53.2 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.0 or later.
- iPad
- Requires iPadOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Languages
-
English, French, Spanish
- Age Rating
- 4+
- Copyright
- © 2023 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CS14169-00 (0612-3793) (06/12)
- Price
- Free