Schwab Advisor Center® Mobile vs RFC Client
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Schwab Advisor Center® Mobile
This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.
- Remote client account management
- View account balances and positions
- Track submitted request statuses
- Mobile check deposit
- Direct support contact
- Secure login and data protection
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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)
RFC Client
Access your financial account details and balances on the go. Easily connect with your financial advisor for personalized support and inquiries.
- View account information
- Check balances
- Contact financial advisor
- Secure access
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This Mobile App allows you to view account information, balances and easily contact your Financial Advisor. Please contact our office if you have any issues (800) 440-5039
Screenshots
Verdict
The clearest difference is rating: RFC Client at 5.0 against Schwab Advisor Center® Mobile's 2.5. RFC Client also leads on iOS requirement (15.6 vs 17.0). Schwab Advisor Center® Mobile's advantage is ratings volume (44 vs 2) and update cadence (every 3 months vs every 5 months). On price, ads, in-app purchases and monetization model there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
RFC Client holds the better App Store score, 5.0 against 2.5. That said, the two scores are not equally well evidenced: Schwab Advisor Center® Mobile has 44 ratings behind it against 2, so its average is the more settled of the two.
Schwab Advisor Center® Mobile ships an update every 3 months, RFC Client every 5 months. The most recent releases landed on November 1, 2026 and November 3, 2026 respectively.
| Parameter | Schwab Advisor Center® Mobile | RFC Client |
|---|---|---|
| Price | Free | Free |
| Rating | 2.5 (44 ratings) | 5.0 (2 ratings) — better |
| Positive reviews | 12.0% of reviews | — |
| Number of ratings | 44 — better | 2 |
| Update frequency | Every 3 months — better | Every 5 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 17.0 | 15.6 — better |
| Further details — not scored | ||
| Size | 82 MB | 62 MB |
| Age rating | 4+ | 4+ |
| Developer | The Charles Schwab Corporation | Renaissance Financial Corp |
Customer experience
Schwab Advisor Center® Mobile
RFC Client
In-app purchases
Schwab Advisor Center® Mobile
No in-app purchases
RFC Client
No in-app purchases
Questions
Is Schwab Advisor Center® Mobile free?
Is RFC Client free?
Which has better reviews, Schwab Advisor Center® Mobile or RFC Client?
Do Schwab Advisor Center® Mobile or RFC Client have ads?
Which is updated more often, Schwab Advisor Center® Mobile or RFC Client?
Other comparisons
