Schwab Advisor Center® Mobile

The Schwab Advisor Center™ Mobile Application is a convenient tool for independent registered investment advisors to manage and monitor their client accounts from their Android® device. This application is specifically designed for advisors whose firms have assets custody with Schwab and requires approval and activation from the advisor's Firm Security Administrator (FSA) before use.

With this mobile application, advisors can easily manage their client accounts remotely, with access to account balances, positions, history, and the status of submitted requests. The app also allows for quick and easy searches for client account data using account name or number, in a user-friendly format.

In addition, the Schwab Advisor Center™ Mobile Application offers quick support for advisors, with one-touch access to their service team or Advisor Platform Support directly from their phone. This ensures that advisors can easily get the assistance they need while on the go.

One of the standout features of this application is the ability to deposit checks directly into client's Schwab Brokerage and IRA accounts through Schwab Mobile Deposit™. This feature allows advisors to simply snap a few photos of the check and deposit it, making the process fast and convenient.

It's important to note that system availability and response times may be affected by market conditions and mobile connection limitations. The application is also subject to the trademarks of Google, Inc. and 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. It's also worth mentioning that independent investment advisors are not owned, affiliated with, or supervised by Schwab. Overall, the Schwab Advisor Center™ Mobile Application is a valuable tool for independent investment advisors to efficiently manage their client accounts from their Android® device.