Schwab Advisor Center® Mobile

The Charles Schwab Advisor Center Mobile Application for Android

The Schwab Advisor Center® Mobile Application for Android® empowers independent registered investment advisors to efficiently monitor and manage client accounts directly from their Android devices. Designed exclusively for advisors with firms that custody assets with Charles Schwab, the app requires activation by the advisor's Firm Security Administrator (FSA).

Key features include convenient remote management of client account balances, positions, and request statuses; fast and easy client account searches by name or number; one-touch direct support access; and the Schwab Mobile Deposit™ feature that allows swift check deposits into client brokerage and IRA accounts. System performance depends on market conditions and mobile connectivity. This app enhances the agility and productivity of investment advisors by keeping vital account management tools accessible on the go.

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By:: The Charles Schwab Corporation
Downloads:: 24,009+ 58
Rating:: 3.16
(53)
Version:: 5.3.1 (Last updated: 2025-01-08)
Version code:: 50301005
Creation date:: 2013-03-28
Permissions:: android.permission.ACCESS_ADSERVICES_AD_ID
android.permission.ACCESS_ADSERVICES_ATTRIBUTION
android.permission.ACCESS_FINE_LOCATION
android.permission.ACCESS_NETWORK_STATE
android.permission.ACCESS_WIFI_STATE
android.permission.CAMERA
android.permission.FOREGROUND_SERVICE
android.permission.GET_ACCOUNTS
android.permission.HIDE_OVERLAY_WINDOWS
android.permission.INTERNET
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Size:: 113.04M
Email:: SI*****@schwab.com
URLs:: Website ,Privacy policy
Full description:: See detailed description
Source:: Google Play Store
Updated:: 19 hours ago

Ranking

# 351,156 ▲ 411

User reviews

Many users appreciate the app's simplicity and accuracy, as well as the reliability of the institution behind it. However, a significant number report serious login issues lasting weeks, with the app often failing to open or crashing on Android devices. Users also find the app lacking in clear instructions or user-friendliness, and some face compatibility problems especially when accessing via Charles Schwab Alliance. These issues significantly hinder the app's usability for a portion of users.

Pros

Easy to use and simple tool
Accurate and reliable when accessible
Good overall experience for some users
High-quality financial institution backing the app

Cons

Frequent login problems reported by many users
App crashes or fails to open on Android devices
Lack of clear instructions or user guidance within the app
Incompatibility issues for some users, especially those using Charles Schwab Alliance