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Schwab Advisor Center® Mobile 4+
The Charles Schwab Corporation
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- Gratis
Screenshot
Descrizione
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)
Novità
Versione 5.1.0
• Additional status information for requests that are not in good order
• User interface enhancements
• Bug fixes and performance enhancements
Privacy dell’app
Lo sviluppatore, The Charles Schwab Corporation, ha indicato che le procedure per la tutela della privacy dell’app potrebbero includere il trattamento dei dati descritto di seguito. Per ulteriori informazioni, consulta l’informativa sulla privacy dello sviluppatore.
Dati collegati a te
I seguenti dati possono essere raccolti e collegati alla tua identità:
- Informazioni finanziarie
- Informazioni di contatto
- Contenuti dell’utente
- Identificativi
Dati non collegati a te
I seguenti dati possono essere raccolti ma non vengono collegati alla tua identità:
- Dati sull’utilizzo
- Diagnosi
- Altri dati
Le procedure per la tutela della privacy possono variare, per esempio, in base alle funzioni che usi o alla tua età. Ulteriori informazioni
Informazioni
- Fornitore
- The Charles Schwab Corporation
- Dimensione
- 53,2 MB
- Categoria
- Finanza
- Compatibilità
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- iPhone
- Richiede iOS 15.0 o versioni successive.
- iPad
- Richiede iPadOS 15.0 o versioni successive.
- iPod touch
- Richiede iOS 15.0 o versioni successive.
- Lingue
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Francese, Inglese, Spagnolo
- Età
- 4+
- Copyright
- © 2023 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CS14169-00 (0612-3793) (06/12)
- Prezzo
- Gratis