Schwab Advisor Center Mobile: Manage Your Clients’ Accounts Conveniently
The Schwab Advisor Center Mobile Application is designed for independent registered investment advisors who have a valid login. The app allows advisors to monitor and manage their clients’ accounts remotely from their Android device. If your firm has assets custody with Schwab, you can activate and use this app with approval from your Firm Security Administrator (FSA).
With the Schwab Advisor Center Mobile app, you can easily access your clients’ account balances, positions, and history. You can conduct fast and easy searches for client account data using either account name or number. The app also provides one-touch access to your service team or Advisor Platform Support, enabling you to quickly get the support you need.
The Schwab Mobile Deposit feature allows you to deposit checks directly into your client’s Schwab Brokerage and IRA accounts by snapping a few photos. However, the system availability and response times are subject to market conditions and mobile connection limitations.
Overall, the Schwab Advisor Center Mobile Application is an excellent tool for independent registered investment advisors who want to manage their clients’ accounts remotely and conveniently.
