Charles Schwab today said it will roll out the first version of the new Schwab Advisor Center app for the iPhone.
Starting today, independent investment advisors who custody assets with Schwab Advisor Services can download the app to view their clients' account balances, positions and transactions, allowing them to easily tap into the real-time data they need from Schwab Advisor Center while on the go.
"This first version of the new Schwab Advisor Center app for iPhone includes the features that advisors told us they wanted most," said Steve Hirsch, vice president of institutional Web services for Charles Schwab. "We have heard that the top priority is fast and convenient access to client account information so advisors can stay informed and on top of their business no matter where they are."
The mobile app is part of a broader effort to deliver Schwab Advisor Center data where and how advisors need it. The Schwab Advisor Center app for iPad is currently under development and will be available to advisors before the end of the year. Additionally, advisors' clients who want on-the-go access to their accounts can use Schwab's mobile apps for iPhone, iPad and Android, as well as Schwab's mobile Web site to keep up with their accounts and to access features like Schwab Mobile Deposit.
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San Fransisco-based financial services provider Charles Schwab Corp. has 8.7 million active brokerage accounts, 1.5 million corporate retirement plan participants, 808,000 banking accounts, and $1.83 trillion in client assets as of April 30.