Schwab Advisor Center® Mobile

Name: Schwab Advisor Center® Mobile
Rating: 2.3 (37 reviews)
Author: The Charles Schwab Corporation

Finance

Free

37 Ratings
Ages

4+
Years
Category

Finance
Developer

The Charles Schwab Corporation
Language

EN
+ 2 More
Size

58.5
MB

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 © 2025 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CS14169-00 (1023-3NX9)

Ratings & Reviews

2.3

out of 5

37 Ratings

Terrible
03/29/2022

b$$$$$$$
I can’t even say how long I have been waiting for a check deposit feature. When I open the app I am automatically greeted with an error message, have not had the opportunity to even try the delist feature, I have my doubts it even exists. Only thing you can do is check balances and positions,
Terrible
03/29/2022

b$$$$$$$

I can’t even say how long I have been waiting for a check deposit feature. When I open the app I am automatically greeted with an error message, have not had the opportunity to even try the delist feature, I have my doubts it even exists. Only thing you can do is check balances and positions,
This app is absolutely not advisor friendly.
01/09/2021

Jake McGuire
I am practically unable to do anything productive whatsoever with this app. You cannot view any meaningful information regarding an account other than their holdings.You cannot trade. You cannot view personal client details. You cannot use Schwab’s stock research tab. I don’t understand the point of this app. Seems worthless.
This app is absolutely not advisor friendly.
01/09/2021

Jake McGuire

I am practically unable to do anything productive whatsoever with this app. You cannot view any meaningful information regarding an account other than their holdings.You cannot trade. You cannot view personal client details. You cannot use Schwab’s stock research tab. I don’t understand the point of this app. Seems worthless.
App information lost
01/03/2024

SameermMehta
TD Ameritrade offered a lot more information and tools to look at balance history, detailed profit/loss screen, research facility.. it’s a struggle to find anything on Charles Swab.You will do your clients a favor if you take the Ameritrade application and reinstate as Charles Swab.
App information lost
01/03/2024

SameermMehta

TD Ameritrade offered a lot more information and tools to look at balance history, detailed profit/loss screen, research facility.. it’s a struggle to find anything on Charles Swab.You will do your clients a favor if you take the Ameritrade application and reinstate as Charles Swab.
Why even have it?
01/07/2023

jasonwilliamcarter
You can’t do anything with the app as an advisor. It’s completely useless.
Why even have it?
01/07/2023

jasonwilliamcarter

You can’t do anything with the app as an advisor. It’s completely useless.

What’s New · View investment income from dividends and interest on the Account screen. · User interface enhancements · Bug fixes and performance enhancements

Version 6.2.0 11/13/2025

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

Accessibility

Information

Seller: The Charles Schwab Corporation
Size: 58.5 MB
Category: Finance
Compatibility: Requires iOS 17.0 or later.

iPhone
Requires iOS 17.0 or later.

iPad
Requires iPadOS 17.0 or later.
Languages: English and 2 more

English, French, Spanish
Age Rating: 4+

4+

Learn More