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Schwab Advisor Center® Mobile

Name: Schwab Advisor Center® Mobile
Availability: InStock
Rating: 2.49 (100 reviews)

Stay connected to your clients’ portfolios with real-time access to balances, status updates, and secure mobile deposits—designed for the advisor who never stops.

Key Figures

Downloads

24K+

User Rating

2.5/5

Total Ratings

100

Publisher

The Charles Schwab Corporation

Professional Practice Management, Everywhere

Securely manage client portfolios and streamline administrative tasks directly from your mobile device, ensuring you're always prepared for every client interaction.

Real-Time Portfolio Insights

Access live balances, positions, and history to provide immediate, informed answers to your clients wherever you are.

Instant Mobile Deposits

Eliminate administrative friction by depositing client checks into Brokerage or IRA accounts with a simple photo.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

Schwab Advisor Center® Mobile - Schwab Advisor Center Mobile app screen displaying a client's account gain and loss summary with a list of equity positions. — Schwab Advisor Center Mobile app screen displaying a client's account gain and loss summary with a list of equity positions.

Schwab Advisor Center® Mobile - Status screen of the Schwab Advisor Center Mobile app showing a list of canceled money transfer requests. — Status screen of the Schwab Advisor Center Mobile app showing a list of canceled money transfer requests.

Schwab Advisor Center® Mobile - Transaction history view in the Schwab Advisor Center Mobile app showing client account details and recent financial activity. — Transaction history view in the Schwab Advisor Center Mobile app showing client account details and recent financial activity.

Schwab Advisor Center® Mobile - Schwab Advisor Center Mobile app interface showing client account balances and investment details — Schwab Advisor Center Mobile app interface showing client account balances and investment details

Schwab Advisor Center® Mobile - Schwab Advisor Center Mobile app screen showing a client account positions list with stock names, prices, and market values. — Schwab Advisor Center Mobile app screen showing a client account positions list with stock names, prices, and market values.

Schwab Advisor Center® Mobile - Mobile interface for the Schwab Advisor Center app showing the check deposit screen for financial advisors. — Mobile interface for the Schwab Advisor Center app showing the check deposit screen for financial advisors.

Schwab Advisor Center® Mobile - Schwab Advisor Center Mobile app screen displaying a list of recent client accounts with a search bar and navigation menu. — Schwab Advisor Center Mobile app screen displaying a list of recent client accounts with a search bar and navigation menu.

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 © 2025 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CS14169-00 (1023-3NX9)