Introduction to Schwab Advisor Center® Mobile 

Introduction to Schwab Advisor Center® Mobile 

Schwab Advisor Center Mobile is a mobile app offered by Schwab Advisor Services™. The app gives advisors who custody assets with Schwab 24-hour access* to view balances, transactions, unrealized gain/loss, and detailed position data for brokerage accounts. To start using the app, download it and have your firm security administrator (FSA) Tooltip  grant and activate your access.

*Requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and mobile connection limitations.

Key features of Schwab Advisor Center Mobile app:

  • Built-in one-touch calling
  • Multilayered security

You can:

  • Access client balances, positions, unrealized gain/loss, and history using your Schwab Advisor Center login information
  • Deposit checks
  • View status of submitted requests
  • Monitor and manage client accounts from an iPhone®, iPad®, or Android™ device

The following table compares the features of the Schwab Advisor Center Mobile app to those of the Schwab Mobile app.

Audience and featuresSchwab Advisor Center MobileSchwab MobileInstitutional Intelligent Portfolios®
AudienceAdvisorsClientsClients
Real-time dataYesYesYes
StatementsNoNoYes
Electronic approvalsNoYesNo
Electronic signaturesNoNoYes
Advisor brandingNoNoYes, logo and information
Mobile check depositYesYesYes
Mobile alertsNoYesNo
Mobile statusYes, view onlyN/AN/A

How to use the Schwab Advisor Center® mobile app
How to work with alerts
How to work with Schwab Advisor Center® security features
Introduction to alerts
Introduction to eAuthorization

To learn more about using your Schwab Advisor Center Mobile App, contact Advisor Platform Support at 800-647-5465.

Requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and mobile connection limitations.

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.

Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.

Android is a trademark of Google LLC. Use of this trademark is subject to Google Permissions.

Schwab Intelligent Technologies® (SIT) and Schwab Performance Technologies® (SPT) provide technology solutions to independent investment advisors, while Schwab provides them and their clients with custody, trading, and related support services. SIT, SPT and Schwab are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent from each other.

Bank sweep accounts are generally held at Charles Schwab Bank. Schwab Bank and Charles Schwab & Co., Inc. are separate but affiliated companies and wholly owned subsidiaries of The Charles Schwab Corporation. Funds deposited at Schwab Bank are insured by the Federal Deposit Insurance Corporation (FDIC) up to $250,000 when aggregated with all other deposits held by the depositor(s) in the same capacity at Schwab Bank. Funds on deposit at Schwab Bank are not deposits or obligations of Charles Schwab & Co., Inc. and are not covered by the Securities Investor Protection Corporation (SIPC).

Schwab does not provide legal, tax, or compliance advice. Consult professionals in these fields to address your specific circumstance.

Institutional Intelligent Portfolios® is a technology and service platform made available by Schwab Performance Technologies ("SPT") to independent investment advisors ("Advisors") who maintain a business relationship with Schwab Advisor Services™, a division of Charles Schwab & Co., Inc. ("Schwab"). Institutional Intelligent Portfolios is used by Advisors to provide their clients with an automated investment management service. Schwab, a registered broker-dealer and member SIPC, provides custody, trading and support services. SPT and Schwab are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent from each other.

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