# Schwab Advisor Center® Mobile > Mobile account management for independent investment advisors with Schwab custody. (iPhone/iPad app by The Charles Schwab Corporation.) - Source: https://appshunter.io/ios/app/schwab-advisor-center-mobile/id534260637 (this page in markdown: same URL + `.md`) - Developer: [The Charles Schwab Corporation](https://appshunter.io/developer/404050704) - Category: Finance - Price: Free - Rating: 2.50/5 from 42 App Store ratings · 24 written reviews indexed - Age rating: 4+ - Requires: iOS 17.0 · 82 MB - Languages: French (France), American English, European Spanish - Released: 2012-06-28 - Data updated: 2026-08-24 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/schwab-advisor-center-mobile/id534260637/reviews.md ## What is Schwab Advisor Center® Mobile? The Schwab Advisor Center® Mobile Application makes it easy for independent registered investment advisors with a valid login to monitor and manage client accounts from their iPhone and iPad. * This application is for advisors whose firms' custody assets with Schwab and must be approved and activated by the advisor’s Firm Security Administrator (FSA) before use. MANAGE REMOTELY Manage client accounts wherever you are with convenient access to account balances, positions, history and status of submitted requests. FAST & EASY ACCESS Conduct quick and easy searches for client account data using account name or number, in an easy-to-navigate format designed specifically for your iPhone and iPad. SECURE INFORMATION Multiple security layers keep data safe. Passwords and client data are not stored on your mobile device. QUICK SUPPORT Contact your service team or Advisor Platform Support directly from your phone with one-touch access. DEPOSIT CHECKS IN A SNAP With Schwab Mobile Deposit™, you can deposit checks directly into your client’s Schwab Brokerage and IRA accounts by snapping a few photos. Schwab is committed to providing powerful and flexible technology to advisors and their clients. This application is part of an expanding ecosystem of robust, integrated platform and mobile solutions. System availability and response times are subject to market conditions and mobile connection limitations. Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. Schwab Advisor Center is a website of CS&Co for the exclusive use of its independent investment advisor clients. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned, affiliated with or supervised by Schwab. Charles Schwab & Co., Inc., 211 Main Street, San Francisco, CA 94105 Copyright © 2026 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CS14169-00 (1023-3NX9) ## Key features - Remote client account management - View account balances and positions - Track submitted request statuses - Mobile check deposit - Direct support contact - Secure login and data protection ## Recent user reviews (10 of 24) All indexed reviews: https://appshunter.io/ios/app/schwab-advisor-center-mobile/id534260637/reviews.md ### 3/5 — Does not work with Schwab International *2024-12-23, version 5.3.0* It does not work with Schwab International customer ### 1/5 — App information lost *2024-01-03* 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. ### 1/5 — Get with the times *2023-12-26* You have a long way to go on technology. Get innovative! Be the leader. ### 1/5 — Lacks no functionality, merely a utility *2023-11-19* 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. ### 1/5 — Disappointment! *2023-09-15* Schwab can do better for their RIAs! The app has little to no value… ### 1/5 — No improvements in 5 Years *2023-01-24, version 3.9* Major features needed 1) Money Movement still not available 2) Block Trading not available Features not working in latest build 1) Account search does not work. How? Where is the QA on this? ### 1/5 — Why even have it? *2023-01-07* You can’t do anything with the app as an advisor. It’s completely useless. ### 1/5 — Terrible *2022-03-29* I can’t even say how long I have been waiting for a check deposit feature. When I open the app I am automatically greeted with an error message, have not had the opportunity to even try the delist feature, I have my doubts it even exists. Only thing you can do is check balances and positions, ### 1/5 — Doesn’t work with MFA *2021-08-31* The app does not work with MFA. ### 1/5 — Advisor mobile *2021-08-11* App doesn’t accept my credentials on IPhone 8+ ## Frequently asked questions about Schwab Advisor Center® Mobile ### Is Schwab Advisor Center Mobile free to use? Yes, Schwab Advisor Center Mobile is available for free. The app is designed for independent registered investment advisors whose firms custody assets with Schwab. ### What devices does Schwab Advisor Center Mobile support? Schwab Advisor Center Mobile is compatible with iPhone and iPad devices. It is designed for use on the iOS platform. ### How secure is Schwab Advisor Center Mobile? The application employs multiple security layers to protect data. Passwords and client data are not stored on your mobile device, ensuring enhanced security. ### Can I deposit checks using Schwab Advisor Center Mobile? Yes, you can deposit checks directly into client Schwab Brokerage and IRA accounts using Schwab Mobile Deposit™ by taking photos of the checks. ### How often is Schwab Advisor Center Mobile updated? The app was last updated on November 13, 2025, indicating regular updates to maintain functionality and security. The current version is 6.2.0. ### What kind of client information can I access with Schwab Advisor Center Mobile? You can access client account balances, positions, history, and the status of submitted requests. The app also allows for quick searches by account name or number. ### Who should I contact if I need support for Schwab Advisor Center Mobile? You can contact your dedicated service team or Advisor Platform Support directly from the app with one-touch access for quick assistance. ### What is the age rating for Schwab Advisor Center Mobile? Schwab Advisor Center Mobile has an age rating of 4+. This indicates it is suitable for users aged 4 and above. ## Version history (last 5 releases) ### ASM 7.2 — 2026-07-30 • Customize your Positions view with a new, flexible table experience • View unrealized gain/loss across all Positions views • User interface enhancements • Bug fixes and performance enhancements ### ASM 7.1 — 2026-04-21 • User interface enhancements • Bug fixes and performance enhancements//// ### 6.2.0 — 2025-11-13 What’s New · View investment income from dividends and interest on the Account screen. · User interface enhancements · Bug fixes and performance enhancements ### 6.1.2 — 2025-08-29 Bug fixes and performance enhancements ### 6.1.1 — 2025-06-11 • Bug fixes ## Apps similar to Schwab Advisor Center® Mobile | App | Rating | Price | Category | | --- | --- | --- | --- | | [Advyzon](https://appshunter.io/ios/app/advyzon/id1643794448) | 3.4 (7) | Free | Finance | | [Wealthscape℠](https://appshunter.io/ios/app/wealthscape/id1164184928) | 4.8 (2,815) | Free | Finance | | [eMoney Client Portal](https://appshunter.io/ios/app/emoney-client-portal/id6479571927) | 3.6 (28) | Free | Finance | | [MyRepChat](https://appshunter.io/ios/app/myrepchat/id1242548974) | 2.8 (45) | Free | Finance | | [Schwab Network](https://appshunter.io/ios/app/schwab-network/id1460719185) | 3.8 (53) | Free | Finance | | [Jump AI](https://appshunter.io/ios/app/jump-ai/id6475781425) | 4.9 (1,499) | Free | Finance | ## More apps by The Charles Schwab Corporation - [thinkorswim: Trade. Invest.](https://appshunter.io/ios/app/thinkorswim-trade-invest/id299366785) - [Schwab Mobile](https://appshunter.io/ios/app/schwab-mobile/id407358186) - [Schwab Workplace Retirement](https://appshunter.io/ios/app/schwab-workplace-retirement/id437341383) - [StreetSmart Mobile](https://appshunter.io/ios/app/streetsmart-mobile/id1268018576) - [StreetSmart Mobile for iPad](https://appshunter.io/ios/app/streetsmart-mobile-for-ipad/id1273892207) All apps by The Charles Schwab Corporation: https://appshunter.io/developer/404050704 ## Related topics [schwab advisor center](https://appshunter.io/ios/topics/schwab-advisor-center) · [charles schwab advisor center](https://appshunter.io/ios/topics/charles-schwab-advisor-center) · [schwab mobile](https://appshunter.io/ios/topics/schwab-mobile) · [schwab alliance](https://appshunter.io/ios/topics/schwab-alliance) · [charles schwab retirement](https://appshunter.io/ios/topics/charles-schwab-retirement) · [charles schwab workplace](https://appshunter.io/ios/topics/charles-schwab-workplace) · [schwab mobile app](https://appshunter.io/ios/topics/schwab-mobile-app) · [charles schwab alliance](https://appshunter.io/ios/topics/charles-schwab-alliance) · [advisor armor mobile](https://appshunter.io/ios/topics/advisor-armor-mobile) · [charles schwab mobile](https://appshunter.io/ios/topics/charles-schwab-mobile) · [schwab workplace retirement](https://appshunter.io/ios/topics/schwab-workplace-retirement) · [schwabb mobile app](https://appshunter.io/ios/topics/schwabb-mobile-app) · [schwab network](https://appshunter.io/ios/topics/schwab-network) · [schwab thinkorswim](https://appshunter.io/ios/topics/schwab-thinkorswim) · [charles schwab mobile app](https://appshunter.io/ios/topics/charles-schwab-mobile-app) · [schwab retirement](https://appshunter.io/ios/topics/schwab-retirement) · [charles schwab workplace retirement](https://appshunter.io/ios/topics/charles-schwab-workplace-retirement) · [think or swim schwab](https://appshunter.io/ios/topics/think-or-swim-schwab) · [嘉信](https://appshunter.io/ios/topics/嘉信) · [charles schwab](https://appshunter.io/ios/topics/charles-schwab) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-24.*