249+ iOS apps curated and reviewed
Every iPhone needs a few good charles schwab advisor center apps. We benchmark 249+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 2.5★ (42) | No | No | Aug 2026 |
| 2 |  | Free | 4.8★ (1.2M) | No | No | Aug 2026 |
| 3 |  | Free | 4.7★ (325K) | No | No | Aug 2026 |
| 4 |  | Free | 4.7★ (385K) | No | No | Aug 2026 |
| 5 |  | Free | 4.6★ (177K) | Yes | No | Jul 2026 |
| 6 |  | Free | 4.6★ (21K) | Yes | No | Aug 2026 |
| 7 |  | Free | 4.8★ (1.6K) | No | No | Aug 2026 |
| 8 |  | Free | 4.6★ (29K) | No | No | Aug 2026 |
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.
Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.
Trade stocks, options, futures, and forex with a powerful mobile platform. Manage positions, analyze charts, and practice strategies with simulated trading. Get real-time data and educational resources.
Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.
Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.
Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.
Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.
Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.
Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.
Access your investment accounts on your iPhone or iPad. Monitor portfolio valuations, view reports, and communicate securely with your investment manager. Pay money into your accounts and receive price alerts.
Stream financial news and educational programs from industry experts. Get real-time market insights, commentary, and interviews with CEOs and analysts. Watch live broadcasts or catch up with on-demand clips.
This platform empowers financial advisors with AI-driven tools for managing client portfolios. It facilitates mutual fund transactions, generates instant reports via WhatsApp, and provides in-depth portfolio analysis. Advisors can also access research tools and track client financial goals.
