Schwab Advisor Center® Mobile
The Charles Schwab Corporation
3.2 ★
60 ratings
10,000+
downloads
Free
In this mobile app, users can monitor and manage client accounts remotely, view balances, and submit requests. Includes account management, deposit check feature, and direct contact options.
AppRecs review analysis
AppRecs rating 3.3. Trustworthiness 81 out of 100. Review manipulation risk 23 out of 100. Based on a review sample analyzed.
★★★☆☆
3.3
AppRecs Rating
Ratings breakdown
5 star
47%
4 star
5%
3 star
7%
2 star
2%
1 star
39%
What to know
✓
Low review manipulation risk
23% review manipulation risk
✓
Credible reviews
81% trustworthiness score from analyzed reviews
⚠
High negative review ratio
40% of sampled ratings are 1–2 stars
About Schwab Advisor Center® Mobile
The Charles Schwab Advisor Center Mobile Application for Android®
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 Android® device*.
* 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.
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.
System availability and response times are subject to market conditions and mobile connection limitations.
Android and Google Play are trademarks of Google, Inc.
Schwab Advisor Center is a website of Charles Schwab & Co., Inc. (Schwab) for the use of independent investment advisor clients that custody assets with Schwab.
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.
©2024 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CS14169-00
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 Android® device*.
* 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.
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.
System availability and response times are subject to market conditions and mobile connection limitations.
Android and Google Play are trademarks of Google, Inc.
Schwab Advisor Center is a website of Charles Schwab & Co., Inc. (Schwab) for the use of independent investment advisor clients that custody assets with Schwab.
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.
©2024 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CS14169-00
Schwab Advisor Center® Mobile Screenshots
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Reviews for Schwab Advisor Center® Mobile
Walt Lasley
9/22/2025
no instructions. how is code sent?
Jeffrey Strother
7/31/2025
good
