Android® App for Schwab Advisor Center Now Available
SAN FRANCISCO -- March 29, 2013
Charles Schwab announced today the launch of the Schwab Advisor Center app for
Android™, the latest development in mobile capabilities for independent
investment advisors that work with Schwab Advisor Services. As of today,
advisors will be able to access client account information via all Android
devices, including phones, tablets, and Kindle products.
Advisors with an Android device that utilizes OS 2.2 or higher can use the new
app to search for client accounts by name or number, view single account
balances, positions and history, and look up Schwab service team members and
phone numbers with ease.
“In the past 18 months, we have seen an explosion of interest in mobile
technologies among the advisors we serve,” said Neesha Hathi, senior vice
president of technology solutions for Schwab Advisor Services. “Advisors are
using mobile technology as an easy way to access information on the go, but
many are also recognizing that it’s a powerful tool to increase business
efficiency, cut down on paperwork, and improve client service.”
In addition to the new Android app, Schwab also has a Schwab Advisor Center
app for the iPhone^® and for the iPad^®. Since launching in 2012, there have
been more than 8,000 downloads of the apps and advisors have praised their
simplicity and ease of use. Investors who work with independent investment
advisors also have access to apps for the iPhone, iPad, and Android.
“The app itself is really just the building block,” said Hathi. “The power of
mobile comes when advisors use it to make significant changes in how they
communicate with their clients and improve business processes.”
To download the app, go to:
About Charles Schwab
The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial
services, with more than 300 offices and 8.8 million active brokerage
accounts, 1.6 million corporate retirement plan participants, 881,000 banking
accounts, and $2.04 trillion in client assets as of February 28, 2013. The
Company was ranked ‘Highest in Investor Satisfaction With Self-Directed
Services’ in the 2012 US Self-Directed Investor Satisfaction Study^SM from J.D
Power and Associates. Through its operating subsidiaries, the Company provides
a full range of securities brokerage, banking, money management and financial
advisory services to individual investors and independent investment advisors.
Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC,
www.sipc.org), and affiliates offer a complete range of investment services
and products including an extensive selection of mutual funds; financial
planning and investment advice; retirement plan and equity compensation plan
services; compliance and trade monitoring solutions; referrals to independent
fee-based investment advisors; and custodial, operational and trading support
for independent, fee-based investment advisors through Schwab Advisor
Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an
Equal Housing Lender), provides banking and lending services and products.
More information is available at www.schwab.com and www.aboutschwab.com.
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