Schwab Advisor Center® Mobile vs My Plan Admin
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)
My Plan Admin
Manage your employer-sponsored wealth accounts. Review and track your investments and financial planning within a secure platform.
- Review employer-sponsored wealth accounts
- Manage financial planning
- Track investments
- Secure platform access
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Review and manage your employer-sponsored wealth account with My Plan Admin.
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Verdict
The clearest difference is rating: Schwab Advisor Center® Mobile at 2.5 against My Plan Admin's 1.8. Schwab Advisor Center® Mobile also leads on update cadence (every 3 months vs every 24 months) and review sentiment (12% vs 0%). My Plan Admin's advantage is iOS requirement (12.0 vs 17.0). 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.
Schwab Advisor Center® Mobile holds the better App Store score, 2.5 against 1.8. That said, the two scores are not equally well evidenced: Schwab Advisor Center® Mobile has 44 ratings behind it against 5, so its average is the more settled of the two. Written reviews point the same way: 12% of Schwab Advisor Center® Mobile's written reviews are positive against 0% of My Plan Admin's.
Schwab Advisor Center® Mobile ships an update every 3 months, My Plan Admin every 24 months. The most recent releases landed on November 1, 2026 and November 3, 2026 respectively.
| Parameter | Schwab Advisor Center® Mobile | My Plan Admin |
|---|---|---|
| Price | Free | Free |
| Rating | 2.5 (44 ratings) — better | 1.8 (5 ratings) |
| Positive reviews | 12.0% of reviews — better | 0.0% of reviews |
| Number of ratings | 44 — better | 5 |
| Update frequency | Every 3 months — better | Every 24 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 17.0 | 12.0 — better |
| Further details — not scored | ||
| Size | 82 MB | 21 MB |
| Age rating | 4+ | 4+ |
| Developer | The Charles Schwab Corporation | The Retirement Plan Company, LLC |
Customer experience
Schwab Advisor Center® Mobile
My Plan Admin
In-app purchases
Schwab Advisor Center® Mobile
No in-app purchases
My Plan Admin
No in-app purchases
Questions
Is Schwab Advisor Center® Mobile free?
Is My Plan Admin free?
Which has better reviews, Schwab Advisor Center® Mobile or My Plan Admin?
Do Schwab Advisor Center® Mobile or My Plan Admin have ads?
Which is updated more often, Schwab Advisor Center® Mobile or My Plan Admin?
Other comparisons
