Charles Schwab received the highest numerical score in a tie in the J.D. Power 2019 US Wealth Management Mobile App Satisfaction Study of customers’ satisfaction with their wealth management mobile app. Visit jdpower.com/awards
Manage your money on the go.
Take charge of your financial future with Schwab’s mobile app for iPhone®, iPad® and Apple Watch®. Monitor your accounts, trade, research investments, and follow today's market news—whenever and wherever you want.
• Manage your brokerage, Schwab Bank, 401(k) and other accounts
• Trade/edit/cancel Stock, ETF, Mutual Fund and multi-leg option orders ¹
• Login using Apple's Face ID®, Touch ID®, or Passcode
• Deposit Checks via Schwab Mobile Deposit™ ²
• Protect yourself with the ability to quickly lock and unlock your Schwab Bank Visa® Platinum Debit Card
• Open new brokerage accounts and new Schwab Bank accounts
• Get real-time Trade Notifications
• Monitor your Schwab Visa Platinum® Debit card activity by setting custom alerts
Access Schwab Podcasts, videos, and more in Media Center
• Enjoy auto-updating Watchlists (synchronized with Schwab.com)
• Add, edit, pay, or cancel Bill Pay payments for Schwab Bank
• More enhancements are coming soon
Your input is important. In the app, go to the Menu, select "Feedback" and share your experience and ideas for future enhancements.
BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
¹ Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Clearing Corps options disclosure document titled "Characteristics and Risks of Standardized Options" Supporting documentation for any claims or statistical information is available upon request, call 800-435-4000 for a copy. Multiple leg options strategies will involve multiple commissions. Spread trading must be done in a margin account.
Futures trading offered and positions held through Charles Schwab Futures, Inc., a separate but affiliated company of Charles Schwab & Co., Inc. Both are subsidiaries of The Charles Schwab Corporation. Futures trading involves substantial risk and is not suitable for all investors. Please read Risk Disclosure Statement for Futures and Options [https://www.streetsmartcentral.com/static/pdf/CSF_risks_futures_options.pdf].
² The Schwab Mobile Deposit service is subject to certain eligibility requirements, limitations, and other conditions. Enrollment is not guaranteed. Standard hold policies apply. Requires a wireless signal or mobile connection. Mobile carrier data charges may apply.
Requires a wireless signal or mobile connection. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. Functionality may vary by operating system and/or device.
System availability and response times are subject to market conditions and mobile data and Bluetooth connection limitations. Trade Orders received outside normal market hours will be entered the next business day.
Apple, the Apple logo, iPhone, and iPad are trademarks of Apple Inc., registered in the U.S. and other countries. Apple Pay, Touch ID and Apple Watch are trademarks of Apple Inc.
Charles Schwab & Co., Inc., and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products are offered by Charles Schwab & Co., Inc. (Member SIPC [www.sipc.org] ) ("Schwab"). Deposit and lending products and services are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender.
©2019 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
211 Main Street, San Francisco, CA 94105
• Highest in Customer Satisfaction with Wealth Management Mobile Apps
• Bug fixes and performance enhancements
Ratings and ReviewsSee All
Schwab research is my cash cow.
I’ve been trading for years but never have my results been this fantastic. The reason is because Schwab has screening tools that identify the best daily performers and those with increasing volume and price. I look at about a hundred of these best performers and rising stars on candlestick charts daily with the object to participate in some part of a break-out and rapid growth. I rate them the evening before. The next day, I watch the opening but don’t buy until after about 35 minutes, when most seem to establish the direction for the day. I may find only one to three of my picks are moving like I projected, but boy, are they! I buy and place a stop loss below support. I then keep moving my stop loss up gradually over time until the trend turns and takes me out. My portfolio is growing with these great performers. Thank you Charles Schwab!
Good for trading, bad for monitoring
I’ve been a Schwab customer for 20+ years and I trade fairly often, including both equities and options. I use the iPhone and iPad app and they both have two fundamental flaws when it comes to monitoring positions. For one, there is no way to sort your positions by % gain/loss, $ gain/loss or any other way - they are permanently listed in alpha order by company name. Being able to customize the sort is such a basic feature, and one that every stock monitoring app has, and it’s absurd that you can’t do it here. Second, you cannot view a position’s day change and overall gain/loss on one screen - you have to flip back and forth between screens to get the complete picture. I understand that compromises have to be made for mobile apps, but there ought to be a way to see a more complete picture of your positions on one screen. And if you must limit the amount of info on a screen, at least give the user the option to choose which information is viewable. Again, simple customizations go a long way. Otherwise the app is generally easy to use, fast, and offers a fairly simple platform for making trades.
Ok but could really improve
The app operates smoothly which is a big positive. It’s not choppy nor is it glitchy, at least not for me. I give it only two stars because those elements are the bare minimum. This app is entirely consumer focused but UX wise that doesn’t really show. My financial information is displayed as if I’m looking at a mere digital representation of an old school checkbook. That’s ok but we’re at a stage with software engineering where there is vastly more they can do. I should have more ways to look through my data other just using basic filters for basic categories. I can’t even do a basic keyword, let alone word, search for anything outside of what financial instruments I might have purchased or sold. So that’s just looking things up. What surprises me though, really, is that I can’t manipulate my financial information at all in the app. All I can do is view it. If that’s all my fellow consumers want to do, then the app won’t change to include those features, but that lack of interest just won’t last for long. App has a long way to go.
- The Charles Schwab Corporation
- 181 MB
Requires iOS 11.0 and watchOS 3.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- ©2019 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
With Family Sharing set up, up to six family members can use this app.