Best Charles Schwab Advisor Center Apps

211+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

Every iPhone needs a few good charles schwab advisor center apps. We benchmark 211+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Top Picks for Charles Schwab Advisor Center

Schwab Mobile#2

Schwab Mobile by The Charles Schwab Corporation

Own your tomorrow®
Strong Contender
💰 Finance
4.8😐(1.2M ratings)
FreeAds
#72in Finance
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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.

What We Love

  • 🚀 Easy to use
  • 🔒 Secure banking
  • 👍 Excellent customer service
  • 💡 Helpful research tools

Room to Improve

  • 🐛 Inaccurate account information
  • 🐛 Slow order execution
  • 👎 Dated user interface
Wealthbox#3

Wealthbox by Starburst Labs, Inc.

CRM for Financial Advisors
Worth Considering
💼 Business
4.8😊(1.6K ratings)
Free
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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.

What We Love

  • 🚀 Game changer
  • 👍 Great interface
  • 👍 Intuitive and easy to use
  • 👍 Excellent design

Room to Improve

  • 🐛 Constantly crashes
  • 🐛 Problems loading and glitches
  • 🐛 Paid integration not working

More Charles Schwab Advisor Center apps to explore

4
thinkorswim: Trade. Invest.
thinkorswim: Trade. Invest.
thinkorswim: Trade. Invest.
TD Ameritrade trading App
Free

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.

Advanced order creation and modificationLive chat support with screen sharingLive streaming financial news
💰 Finance
(325K)
free
5
Yahoo Finance: Stocks, Markets
Yahoo Finance: Stocks, Markets
Yahoo Finance: Stocks, Markets
Real-time quotes and news
Free

Track stocks, crypto, and other financial assets with real-time data and personalized news. Monitor your portfolio, set price alerts, and access in-depth financial information to make informed investment decisions.

Track personal portfolio performanceMonitor crypto assetsReal-time stock quotes and news
💰 Finance
(621K)
free with in-app purchases
6
Schwab Network
Schwab Network
Schwab Network
Market News & Education
Free

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.

Financial news and education programsStream without subscriptionMarket action tracking
💰 Finance
(53)
free
7
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

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.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
8
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

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.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay
💰 Finance
(3.2M)
free with in-app purchases
9
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

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.

Manage retirement savingsAccess stock optionsView health insurance details
💰 Finance
(29K)
free
10
Investing.com: Stock Market
Investing.com: Stock Market
Investing.com: Stock Market
Market tracker & finance news
Free

Track real-time stock market data, news, and alerts. Build and manage your investment portfolio, follow global financial markets, and access powerful tools for stock market analysis. Stay informed with breaking news and expert insights.

Real-time market data & quotesPersonalized portfolio trackingEconomic calendar
💰 Finance
(37K)
free with in-app purchases
11
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

Access client contact informationManage calendar and schedule activitiesView and edit contact details
💼 Business
(675)
free with in-app purchases
12
Fidelity Online Banking
Fidelity Online Banking
Fidelity Online Banking
by Fidelity Bank Plc
Free

Manage your finances securely and easily from your mobile device. Perform transactions, transfer funds, pay bills, and access account statements anytime, anywhere. Enjoy convenient banking with features like biometric login and in-app messaging.

Secure transaction managementInter-bank fund transfersBiometric/Fingerprint login
💰 Finance
(1.9K)
free
13
Stocks Investment Signals
Stocks Investment Signals
Stocks Investment Signals
Stock Market Trading Signals
Free

Get real-time stock market trading signals and market analysis to make informed investment decisions. Access buy, hold, and sell signals, technical indicators, and market trends. Monitor your investments with a comprehensive dashboard and receive alerts on significant market events.

Real-time investment signalsBuy, hold, and sell signalsTechnical indicators and market trends
💼 Business
(350)
free with in-app purchases
14
UBS Wealth Management
UBS Wealth Management
UBS Wealth Management
by UBS AG
Free

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

Account and cash managementBudgeting and spending trackingFinancial tools
💰 Finance
(62K)
free
15
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

View retirement income estimatesCheck personal rate of returnManage contribution amounts
💰 Finance
(11K)
ad-supported
16
Investmate — learn to trade
Investmate — learn to trade
Investmate — learn to trade
Financial course for beginners
Free

Learn the fundamentals of trading with an educational app that offers courses, strategy tips, and interactive quizzes. Understand CFDs, market dynamics, and build your own trading strategy through a personalized and comprehensive learning experience.

CFD trading coursesStrategy tipsInteractive quizzes
📚 Education
(1.9K)
free with in-app purchases
17
Stock Master: Investing Stocks
Stock Master: Investing Stocks
Stock Master: Investing Stocks
Stock Market Trading Stocks AI
Free

This app provides real-time stock quotes, advanced charting tools, and market insights to help users track investments and identify trading opportunities. It offers customizable alerts, portfolio management, and a proprietary Trendscore engine to discover potential breakout stocks.

Real-time stock quotesCustomizable alertsStock watchlists and portfolios
💰 Finance
(73K)
free with in-app purchases
18
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

View account balancesCheck personal rate of returnReview transaction history
💰 Finance
(10K)
free
19
Wealthscape℠
Wealthscape℠
Wealthscape℠
by National Financial Services LLC
Free

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit
💰 Finance
(2.7K)
free
20
CNBC: Stock Market & Business
CNBC: Stock Market & Business
CNBC: Stock Market & Business
Live Alerts, News, Tech & More
Free

Stay informed with breaking business and financial news, global market data, and live TV streaming. Customize your news feed, track stocks with interactive charts, and access expert analysis. Monitor cryptocurrencies and personalize alerts for a comprehensive market overview.

Breaking news alertsGlobal market dataInteractive stock charts
📡 News
(628K)
free with in-app purchases