# Schwab Advisor Center® Mobile — user reviews

> 24 indexed App Store user reviews of Schwab Advisor Center® Mobile by The Charles Schwab Corporation, rated 2.50/5 from 42 ratings.

- Source: https://appshunter.io/ios/app/schwab-advisor-center-mobile/id534260637/reviews
- App overview in markdown: https://appshunter.io/ios/app/schwab-advisor-center-mobile/id534260637.md
- Rating breakdown: 5★ 11 · 4★ 5 · 3★ 0 · 2★ 5 · 1★ 21

## Newest reviews (7 of 24)

### 1/5 — login impossible

*2018-05-17*

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.

### 1/5 — Doesn't work

*2017-03-16*

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!

### 1/5 — What's the point?

*2017-03-11*

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?

### 1/5 — Horrible

*2017-03-03, version 2.4.0.71*

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.

### 1/5 — 个人客户无法使用

*2014-09-26*

这个产品英文注释说明了，此产品专为机构投资者设计、使用。为什么说清楚，浪费我们的时间。

### 1/5 — What's the point

*2014-08-28*

I downloaded this and immediately deleted it. There is one pointless graph. If you need something just use chrome to access the institutional site.

### 1/5 — Amazing Omission

*2014-08-15*

This app does not support special characters in the password field. Amazingly, this has glitch has been noted for years.

## Most critical reviews (10 lowest-rated)

### 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+

### 1/5 — This app is absolutely not advisor friendly.

*2021-01-09*

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.

## Most praised reviews (7 highest-rated)

### 5/5 — A Great First Step!

*2012-07-02*

Gobs of basic information available!  Now I don't need to drag my laptop all over the planet.

Looking forward to increased functionality, but this is a great start.

Dear Chuck,
Would love to have actionable alerts!

### 5/5 — Very handy, nice job

*2012-06-28*

Advisors will find the account search helpful.  Nice design, very intuitive

### 4/5 — Looks great

*2012-07-01*

This application is really easy to use.  I'm really looking forward to seeing what features are next.  A move money feature would be nice to have.

### 3/5 — Does not work with Schwab International

*2024-12-23, version 5.3.0*

It does not work with Schwab International customer

### 2/5 — No frills basic app - almost useless app

*2016-11-17*

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?

### 2/5 — Is Schwab committed to this app?

*2016-04-23*

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?

### 2/5 — Not universal

*2013-08-26*

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.

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*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.*
