Schwab Advisor Center® Mobile

The Charles Schwab Corporation

About this app

The Charles Schwab Advisor Center Mobile Application for Android®

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 Android® device*.

* 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.

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.

System availability and response times are subject to market conditions and mobile connection limitations.
Android and Google Play are trademarks of Google, Inc.

Schwab Advisor Center is a website of Charles Schwab & Co., Inc. (Schwab) for the use of independent investment advisor clients that custody assets with Schwab.

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.

©2024 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CS14169-00

Ratings and reviews

Not explanatory to use. Add simple instructions so we can figure it out on first run, or lead use to video on how to use app when logging in. Next fire the review team that did a poor job with customer experience.

Not sure of the App purpose. Unable to Login.

Good app. Minus two stars due to check images not being able to be reviewed during "review" process. This is with top phone camera.

What's new

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