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…
No improvements in 5 Years
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) 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?
Why even have it?
You can’t do anything with the app as an advisor. It’s completely useless.
Terrible
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,
Doesn’t work with MFA
The app does not work with MFA.
Advisor mobile
App doesn’t accept my credentials on IPhone 8+
This app is absolutely not advisor friendly.
I am practically unable to do anything productive whatsoever with this app. You cannot view any meaningful information regarding an account other than their holdings.
You cannot trade. You cannot view personal client details. You cannot use Schwab’s stock research tab.
I don’t understand the point of this app. Seems worthless.
You cannot trade. You cannot view personal client details. You cannot use Schwab’s stock research tab.
I don’t understand the point of this app. Seems worthless.
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login impossible
As an advisor it is impossible to login. We need to use Symantec app to generate a temporary code. If I move from app to app Schwab resets my login ID information. Makes it impossible to jump from app to app in 20 seconds to retry my login info before the temporary passkey from Symantec changes.
Doesn't work
I have used the app for years on my iPad. I got a notice that this was not going to work after some date in March so I upgraded the app. I cannot even open it. I removed it and started all over again. Same thing. Shame on Charles Schwab!
What's the point?
I'm traveling with my brand new iPad and looking forward to the freedom from the office and still having the ability to easily monitor and manage client accounts. Lo and behold, you can't manage anything with this app. You can't trade, you can't move money, you can't check the status of trades or transfers...what's the point?
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Horrible
Doesn't remember your password, doesn't work with password managers, doesn't even allow pasted passwords.
They're basically begging you to use a bad password. Will never use.
They're basically begging you to use a bad password. Will never use.
No frills basic app - almost useless app
You can't see a list of all accounts, can't see alerts for the day, no master view, can't execute trades. What is the app for?
Is Schwab committed to this app?
You can't trade with this app. Considering the secure login required, it is surprising that there is no opportunity to execute.
No update since August 2015? Has Schwab lost interest in supporting the advisers using their tablets to work for their clients?
No update since August 2015? Has Schwab lost interest in supporting the advisers using their tablets to work for their clients?
What's the point
I downloaded this and immediately deleted it. There is one pointless graph. If you need something just use chrome to access the institutional site.
Amazing Omission
This app does not support special characters in the password field. Amazingly, this has glitch has been noted for years.
Not universal
It works but I love to keep changing my phones every couple of weeks and this app is not universal on all platforms. They need to release this app on more platforms like Windows Phone 8 and possibly BB10 and then it will be true 5 stars.
