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Schwab Advisor Center® Mobile

By The Charles Schwab Corporation

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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 client accounts wherever you are with convenient access to account balances, positions, and history.

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.

Multiple security layers keep data safe. Passwords and client data are not stored on your mobile device.

Contact your service team or Technical Client Services directly from your phone with one-touch access.

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

What's New in Version

Now supporting iOS 8’s user interface and bug fixes.


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Customer Reviews

Is Schwab committed to this app?

You can't trade with this app. Considering the secure login required, it is surprising that there is no opportunity to execute.

No update since August 2015? Has Schwab lost interest in supporting the advisers using their tablets to work for their clients?

Schwab Advisor Center® Mobile
View in iTunes
This app is designed for both iPhone and iPad
  • Free
  • Category: Finance
  • Updated:
  • Version:
  • Size: 6.2 MB
  • Language: English
  • Seller:

Compatibility: Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch.

Customer Ratings

We have not received enough ratings to display an average for the current version of this application.
All Versions: