Schwab Advisor Center® Mobile

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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

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