It works but I love to keep changing my phones every couple of weeks and this app is not universal on all platforms. They need to release this app on more platforms like Windows Phone 8 and possibly BB10 and then it will be true 5 stars.

2 years ago, b$$$$$$$

Terrible

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,

3 years ago, Jake McGuire

This app is absolutely not advisor friendly.

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.

9 months ago, jasonwilliamcarter

Why even have it?

You can’t do anything with the app as an advisor. It’s completely useless.

8 months ago, Little dragon KK

No improvements in 5 Years

Major features needed 1) Money Movement still not available 2) Block Trading not available Features not working in latest build 1) Account search does not work. How? Where is the QA on this?

2 weeks ago, BJN4460

Disappointment!

Schwab can do better for their RIAs! The app has little to no value…

2 years ago, ehf01

Advisor mobile

App doesn’t accept my credentials on IPhone 8+

2 years ago, markf52

Doesn’t work with MFA

The app does not work with MFA.

11 years ago, Nga3452

Looks great

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.

7 years ago, pgw321

What's the point?

I'm traveling with my brand new iPad and looking forward to the freedom from the office and still having the ability to easily monitor and manage client accounts. Lo and behold, you can't manage anything with this app. You can't trade, you can't move money, you can't check the status of trades or transfers...what's the point?

7 years ago, Alistair_J

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?

7 years ago, Chaseonriv

Doesn't work

I have used the app for years on my iPad. I got a notice that this was not going to work after some date in March so I upgraded the app. I cannot even open it. I removed it and started all over again. Same thing. Shame on Charles Schwab!

11 years ago, Sherpa147

Very handy, nice job

Advisors will find the account search helpful. Nice design, very intuitive

7 years ago, Thinktank01

No frills basic app - almost useless app

You can't see a list of all accounts, can't see alerts for the day, no master view, can't execute trades. What is the app for?

11 years ago, Kenny Gut

A Great First Step!

Gobs of basic information available! Now I don't need to drag my laptop all over the planet. Looking forward to increased functionality, but this is a great start. Dear Chuck, Would love to have actionable alerts!

9 years ago, Skaggsy919

What's the point

I downloaded this and immediately deleted it. There is one pointless graph. If you need something just use chrome to access the institutional site.

9 years ago, PeteGT

Amazing Omission

This app does not support special characters in the password field. Amazingly, this has glitch has been noted for years.

5 years ago, DassSmitty

As an advisor it is impossible to login. We need to use Symantec app to generate a temporary code. If I move from app to app Schwab resets my login ID information. Makes it impossible to jump from app to app in 20 seconds to retry my login info before the temporary passkey from Symantec changes.

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 © 2023 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CS14169-00 (0322-2G0R)