Screenshots
App Description
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)
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Basic Info
The Charles Schwab Corporation
com.schwab.mobile.advisor
5.1.0
Finance
Requires iOS 15.0 or later. Compatible with iPhone, iPad and iPod touch.
English,French,Spanish
4+
China,United States,Taiwan, China,China Hong Kong,Japan,Korea,India,Malaysia,Canada,Brazil,United Kingdom,Russia,Germany,Australia,Egypt,South Africa,Mauritania,Niger,Libya,Armenia,Madagascar,Kenya,Azerbaijan,Denmark,Zimbabwe,Bahrain,Namibia,Thailand,Sierra Leone,Kazakhstan,Mozambique,Guinea-Bissau,New Zealand,Argentina,Tajikistan,Angola,Antigua and Barbuda,Philippines,Malawi,Nicaragua,Colombia,Tanzania,Lithuania,Latvia,Saint Kitts and Nevis,Turkmenistan,Rwanda,Solomon islands ,Myanmar,Swaziland,Guatemala,Yemen,Botswana,Afghanistan,Sweden,Maldives,Suriname,Liberia,Dominican Republic,Mauritius,Kuwait,Indonesia,Chile,Singapore,Barbados,Nepal,Gambia,Belize,Fiji,Vanuatu,Papua New Guinea,Netherlands,Republic of Moldova,Cambodia,Guyana,Bermuda,Chad,Dominica,Italy,Malta,Macao, China,Laos,Sao Tome and Principe,Bhutan,Mongolia,Mexico,Seychelles,Brunei Darussalam,Belgium,Pakistan,Sri Lanka,Tonga,Cayman islands,British Virgin islands,Turks and Caicos islands,Anguilla,Poland,Bahamas,Palau,Micronesia,St.Vincent and the Grenadines,Saint Lucia,Peru,Senegal,Grenada,Montserrat,Nauru,Romania,Ukraine,Tunisia,Serbia,France,Venezuela,Ireland,Slovakia,Austria,Bosnia and Herzegovina,Paraguay,Costa Rica,Turkey,Iceland,Nigeria,Greece,Morocco,Congo, Democratic Republic,Czech Republic,Ghana,Norway,Bulgaria,Hungary,Montenegro,Cameroon,Qatar,Jamaica,Burkina Faso,Ecuador,Croatia,Finland,Honduras,Albania,Slovenia,Bolivia,Mali,Cote d'Ivoire,United Arab Emirates,North Macedonia,Uruguay,Algeria,Salvador,Saudi Arabia,Panama,Cape Verde,Iraq,Uganda,Portugal,Zambia,Belarus,Israel,Uzbekistan,Luxembourg,Lebanon,Oman,Cyprus,Switzerland,Gabon,Benin,Congo,Trinidad and Tobago,Georgia,Kyrgyzstan,Estonia,Jordan,Vietnam,Spain
Not Supported
Usable