Does not work with Schwab International
It does not work with Schwab International customer
App information lost
TD Ameritrade offered a lot more information and tools to look at balance history, detailed profit/loss screen, research facility.. it’s a struggle to find anything on Charles Swab.
You will do your clients a favor if you take the Ameritrade application and reinstate as Charles Swab.
You will do your clients a favor if you take the Ameritrade application and reinstate as Charles Swab.
Get with the times
You have a long way to go on technology. Get innovative! Be the leader.
Lacks no functionality, merely a utility
Years of feedback in the App Store has continued to go unanswered. Advisors want the very least to deposit checks via mobile and do block trades under a specific master account (can do allocations on web afterwards). Perhaps include on demand move money features that have standing LOAs would be great too. Don’t quite understand who the product manager or lead developer here is when every review is less than 2 stars.
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Disappointment!
Schwab can do better for their RIAs! The app has little to no value…
