Schwab Advisor Center® Mobile 4+

Name: Schwab Advisor Center® Mobile
Author: The Charles Schwab Corporation

The Charles Schwab Corporation

- Gratis

Descripción

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)

1 mar 2024

Versión 5.1.0

• Additional status information for requests that are not in good order
• User interface enhancements
• Bug fixes and performance enhancements

Can't paste passwords, can't use a password manager.

I couldn't even use the application, because I have a random long password stored in MiniKeePass but the username and password fields, even when they allow the Paste action, ignore them so you can't use it. Even worse, when you switch back to another app, they clear out both fields so you can't copy one or two characters at a time.

Really disappointed for the anti-pattern on their app security.

El desarrollador, The Charles Schwab Corporation, ha indicado que las prácticas de privacidad de la app pueden incluir la gestión de datos descrita a continuación. Para obtener más información, consulta la política de privacidad del desarrollador.

Datos vinculados contigo

Los siguientes datos pueden recopilarse y vincularse con tu identidad:

Información financiera
Datos de contacto
Contenido del usuario
Identificadores

Datos no vinculados contigo

Los siguientes datos pueden recopilarse, pero no se vinculan con tu identidad:

Datos de uso
Diagnósticos
Otros datos

Las prácticas de privacidad pueden variar, por ejemplo, dependiendo de tu edad o de las funciones que uses. Más información

Información

Proveedor

The Charles Schwab Corporation se ha identificado como comerciante de esta app y ha confirmado que este producto o servicio cumple la legislación de la Unión Europea.

Dirección: 215 Fremont St. SF215-7A-365 San Francisco California 94104 United States
Número de teléfono: +1 8004354000
Correo electrónico: Schwabmobile@schwab.com

Tamaño

53,2 MB

Categoría

Finanzas

Compatibilidad