Schwab Advisor Center® Mobile
OS :
Version :3.7
Size :41.76Mb
Updated :Jun 24,2022
Developer :The Charles Schwab Corporation
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You can ask the AI some questions about the app
Here are three topics that users may discuss about the Schwab Advisor Center Mobile app, turned into questions: 1. How do you use the app's investment tracking feature to monitor your portfolio's performance? 2. What features do you find most useful in the app's research and analysis tools for making informed investment decisions? 3. Have you experienced any issues with the app's security or login functionality, and how did you resolve them?
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Pros and Cons from users' feedback
Based on the users' reviews of the Schwab Advisor Center Mobile app, here are three pros and cons: **Pros:** 1. Easy to use with a clean interface, allowing users to manage accounts efficiently. 2. Convenient access to real-time market data and research tools, making informed decisions easy. 3. Good customer support team available to help with any issues or questions. **Cons:** 1. Some users experienced issues with login authentication, requiring multiple attempts. 2. Limited functionality compared to the desktop version, causing disappointment. 3. Occasional lag and slow performance, frustrating users who rely on timely updates.
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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, and history. 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 © 2022 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CS14169-00 (0322-2G0R)
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Comments (4)
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    By Nga3452Jul 1,2012
    This application is really easy to use. I'm really looking forward to seeing what features are next. A move money feature would be nice to have.
  • J
    By Jake McGuireJan 9,2021
    I am practically unable to do anything productive whatsoever with this app. You cannot view any meaningful information regarding an account other than their holdings. You cannot trade. You cannot view personal client details. You cannot use Schwab’s stock research tab. I don’t understand the point of this app. Seems worthless.
  • b
    By b$$$$$$$Mar 29,2022
    I can’t even say how long I have been waiting for a check deposit feature. When I open the app I am automatically greeted with an error message, have not had the opportunity to even try the delist feature, I have my doubts it even exists. Only thing you can do is check balances and positions,
  • e
    By ehf01Aug 11,2021
    App doesn’t accept my credentials on IPhone 8+