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 client accounts wherever you are with convenient access to account balances, positions, and history.
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.
Multiple security layers keep data safe. Passwords and client data are not stored on your mobile device.
Contact your service team or Advisor Platform Support directly from your phone with one-touch access.
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
- Removed Multitasking setting; users will remain signed in when switching to another app
- Added support to display more detail about Bank Sweep accounts
- Improved account search display and navigation
- Minor design enhancements
Ratings and Reviews
Is Schwab committed to this app?
You can't trade with this app. Considering the secure login required, it is surprising that there is no opportunity to execute.
No update since August 2015? Has Schwab lost interest in supporting the advisers using their tablets to work for their clients?
What's the point?
I'm traveling with my brand new iPad and looking forward to the freedom from the office and still having the ability to easily monitor and manage client accounts. Lo and behold, you can't manage anything with this app. You can't trade, you can't move money, you can't check the status of trades or transfers...what's the point?
I have used the app for years on my iPad. I got a notice that this was not going to work after some date in March so I upgraded the app. I cannot even open it. I removed it and started all over again. Same thing. Shame on Charles Schwab!
- The Charles Schwab Corporation
- 8 MB
Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- Rated 4+
- © 2018 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CS14169-00 (0612-3793) (06/12)
With Family Sharing set up, up to six family members can use this app.