Schwab Advisor Center® Mobile 4+
The Charles Schwab Corporation
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- 免费
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简介
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)
新内容
版本 5.1.0
• Additional status information for requests that are not in good order
• User interface enhancements
• Bug fixes and performance enhancements
评分及评论
个人客户无法使用
这个产品英文注释说明了,此产品专为机构投资者设计、使用。为什么说清楚,浪费我们的时间。
App 隐私
开发者“The Charles Schwab Corporation”已表明该 App 的隐私规范可能包括了下述的数据处理方式。有关更多信息,请参阅开发者隐私政策。
与你关联的数据
开发者可能会收集以下数据,且数据与你的身份关联:
- 财务信息
- 联系信息
- 用户内容
- 标识符
未与你关联的数据
开发者可能会收集以下数据,但数据不会关联你的身份:
- 使用数据
- 诊断
- 其他数据
隐私处理规范可能基于你使用的功能或你的年龄等因素而有所不同。了解更多
信息
- 提供者
- The Charles Schwab Corporation
- 大小
- 53.2 MB
- 类別
- 财务
- 兼容性
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- iPhone
- 设备需装有 iOS 15.0 或更高版本。
- iPad
- 设备需装有 iPadOS 15.0 或更高版本。
- iPod touch
- 设备需装有 iOS 15.0 或更高版本。
- 语言
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法语, 英语, 西班牙文
- 年龄分级
- 4+
- Copyright
- © 2023 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CS14169-00 (0612-3793) (06/12)
- 价格
- 免费