Charles Schwab Expands Mobile Suite

The Schwab Advisor Center iPad application gives advisers access to client data, such as balances, positions and transactions.


The app is customized for the tablet format, including large charts that offer insights into daily account movements and scrolling quotes to help advisers track the movements of the indices, stocks and funds that are most important to them.

Advisers can customize the app by adding stock and mutual fund quotes to the ticker at the bottom of the screen. The new position charts give advisers a performance snapshot of the equity of an account or the position of a mutual fund over the course of a day. The charts also show recent changes in the price of all positions in an account and relative size of the position. Pop-up details for account balances and history allow advisers to access the data they need in one view.

The mobile apps are part of a broader effort to deliver Schwab Advisor Center data where advisers need it. Additionally, advisers’ clients can use Schwab’s mobile apps for iPhone, iPad and Android, as well as Schwab’s mobile website, to keep up with their accounts and to access features like Schwab Mobile Deposit.

“Advisers have told us they’re using iPads to access key client information and custodian websites while away from their desks,” said Neesha Hathi, senior vice president of technology for Schwab Advisor Services. “It’s also becoming common for advisers to load reports and presentations on their iPads so they can use them in client meetings.

More information about the Schwab Advisor Center app for iPad is available on the What’s New video or Schwab Advisor Center mobile. The app is available for download at the App Store.