Schwab Advisor Center® Mobile

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

By: The Charles Schwab Corporation

Finance

Features & Capabilities

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

(1023-3NX9)

User Growth & Download Statistics

App

By:

The Charles Schwab Corporation

Rating:

2.30

(37)

Version:

ASM 7.1 Last updated: 2026-04-21

Version code:

884553389

Creation date:

2012-06-28

Compatible devices:

Size:

72.42MB

URLs:

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-06-07

Compare stats and ranking:

Ranking

# 290,380 ▲ 939

For Developers

Monetize with App Pass Boost with Extension Booster

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.

Developed by:

The Charles Schwab Corporation

Apple Apps Store

https://apps.apple.com/us/app/schwab-advisor-center-mobile/id534260637

User Reviews

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.