Schwab Advisor Mobile Connect
A Customized, Branded Mobile App for Your Clients
Provide your clients with a customized, branded mobile app experience they can easily download to their favorite devices. Bring the value of your firm to life while providing your clients with a convenient way to view their account information and engage with their advisor. With a touch of a button, your clients can check the details of their accounts custodied at Charles Schwab & Co., Inc., browse your website, read your blog, send you an email, and more.
Schwab Advisor Mobile Connect is an important tool that allows independent advisors like you to establish a strong, mobile presence more quickly, easily, and at a fraction of the cost it would take to build a new app. Available to your clients through the major app marketplaces, Schwab Advisor Mobile Connect can help elevate your brand and enhance your clients’ experience while delivering the personalized service that sets you apart.
Keep your Clients Up to Date
With Schwab Advisor Mobile Connect, your clients can:
- Connect with your firm through personalized content
- Have fast, easy access to your phone and email contact information
- View real-time Schwab custody information—including an account summary, balances, positions, and transaction history for the accounts you advise
- Take advantage of convenient and secure features like remote check deposit with one-click access to the Schwab Mobile app
Easy to Update and Customize
Your app's customization features let you:
- Display your firm's logo
- Provide a short marketing message
- Link to your firm's website or blog
- Keep clients informed through the app's News section
Be Ready for the Future
Delivering an enhanced level of service with a branded app allows you to further distinguish your firm over even larger, well-established competitors. By making a modest investment, you're helping to position your firm for the future—and for your next generation of clients.
News & Resources
Developing a firmwide mobile strategy.
Leveraging Schwab and Schwab Performance Technologies mobile apps to work more efficiently and deliver superior client service.
Advisor Customization Portal: Log in to manage your app's features, content, and users.
For an overview of how to get started, see Setting Up Your Schwab Advisor Mobile Connect App.
To help get the most out of the mobile app and create momentum among your clients, see Getting the Most Out of Schwab Advisor Mobile Connect.
To learn how to use all the available tools in the portal, read the detailed User Guide.
Ready to purchase your app, or interested in learning more? Call our sales team at 800-528-9595.