Android® App for Schwab Advisor Center Now Available

Friday, March 29, 2013 6:00 am PDT



Public Company Information:

"In the past 18 months, we have seen an explosion of interest in mobile technologies among the advisors we serve"

SAN FRANCISCO--(BUSINESS WIRE)--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 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 and (0313-2174)

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Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. iTunes, iPad and iPhone are trademarks of Apple Inc.

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Charles Schwab
Anita Fox, 415-667-1308
The Neibart Group
Elizabeth Shapiro, 718-875-7606

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A screenshot of Schwab's new Android app for independent investment advisors. (Graphic: Business Wire)
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