Apps Like Schwab Advisor Center® Mobile for iPhone and iPad
Schwab Advisor Center® Mobile screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.


Schwab Mobile
The Charles Schwab Corporation
Invest, trade, and track portfolios
Manage investments by buying and selling stocks, options, ETFs, and mutual funds. Track portfolio performance and view account balances. Deposit checks via and transfer funds between accounts.


thinkorswim: Trade. Invest.
The Charles Schwab Corporation
Place trades and manage positions
Manage trading positions and access real-time quotes, charts, and studies. Place and modify advanced orders with conditions. Trade stocks, options, futures, and forex. Use paper trading to test strategies.






Stock Screener, AI Scanner
Ainvest Fintech, Inc.
Sync accounts and trade stocks
Track prices and analyze market trends. Screen stocks using AI for investment insights. Execute trades and manage portfolios. Sync accounts for real-time data access. Receive personalized investment recommendations.


Bank of America Mobile Banking
Bank of America
View balances, track activity, manage alerts
View account balances and review transaction history. Activate or replace credit and debit cards. Set alerts for account activity. Transfer funds between accounts and pay bills securely. Send and receive money via Zelle using a U.S.



The Dividend Tracker
The Dividend Tracker LLC
Track dividends, forecast income, visualize earnings
View income with a quick and easy format. Track payout dates and amounts. Forecast monthly and annual earnings. Visualize income trends and portfolio performance. Manage portfolios and monitor income streams.

Blossom: Portfolio Tracker
Blossom Social Inc.
Track stocks, ETFs, and dividends
Track stocks, ETFs, and dividends with real-time data. Follow investor portfolios and compare performance. Learn investment strategies through educational content. Set alerts for price changes and market news. Share insights with the community.

Vanguard: Save, Invest, Retire
The Vanguard Group, Inc.
Invest, track, and manage your portfolio
Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.



UBS Wealth Management
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.