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
To download the app, go to: http://play.google.com/store/apps/details?id=com.schwab.as.mobile
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 StudySM 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,
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
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