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Description of Schwab Mobile

Charles Schwab exists to help people achieve better financial outcomes.

We offer investors a contemporary, full-service approach to build and manage their investments, providing investment-related products, services, and sophisticated financial planning that combine the best of what people and technology have to offer.

Mobile investing made easy.

Streamline the essentials.

Use your finger, face ID or preset passcode to quickly log in and check your account balances (including non-Schwab accounts), holdings and statements. Deposit checks into your eligible Schwab Bank or Schwab brokerage and IRA accounts by snapping a few photos.1

Place trades and monitor opportunities 24/7.

See your positions at a glance. Trade stocks, ETFs, mutual funds, and options2. Create watchlists and check the status of your orders. Get breaking news, real-time quotes, and in-depth charts.

Customize your experience.

Organize your summary view and market settings to prioritize the information you need. Set text alerts and push notifications to help you stay on top of your accounts and investments.

Deposit checks in a snap.

With Schwab Mobile DepositTM 3, you can deposit checks directly into your Schwab Bank or Schwab Brokerage and IRA accounts by snapping a few photos. Securely transfer funds between these accounts and pay bills with a few taps.

Meet our Schwab Assistant. You're going to make a great team.

Our new intelligent assistant recognizes voice commands so you can get your financial business sorted efficiently. Just say the word to:
• make trades.
• get quotes.
• manage investments.
• transfer assets.
• deposit checks.
• set alerts or updates.
• and more.

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

1. The Schwab Mobile application and Schwab Mobile Deposit service are available for Schwab Bank High Yield Investor Savings® clients who also have a Schwab brokerage account.

2. Requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and your mobile connection limitations. Functionality may vary by operating system and/or device. Mobile carrier data charges may apply.

3. The Schwab Mobile Deposit service is subject to certain eligibility requirements, limitations, and other conditions. Enrollment is not guaranteed, and standard hold policies apply. See Schwab.com for more details.

Institutional Intelligent Portfolios® is a technology and service platform provided to your Investment Advisor by Schwab Performance Technologies (“SPT”) and used by your Investment Advisor to provide its clients with an automated investment management service. Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, provides custody, trading and support services.

© 2021 Schwab Performance Technologies. All rights reserved. Unauthorized access is prohibited. Usage is monitored.

View our IRA Center on Schwab.com for the IRA contribution guidelines and rules.

Android, Google Play, and Google Pay are trademarks of Google Inc. Use of this trademark is subject to Google Permissions.

Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc., member SIPC. Deposit and lending products and services are offered by Schwab Bank, SSB, Member FDIC and an Equal Housing Lender.

©2021 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. For details, please see www.sipc.org Commodity interests and cash in futures accounts are not protected by SIPC. Futures trading involves a high level of risk and is not suitable for all investors. Certain requirements must be met to trade futures. Please read Risk Disclosure Statement for Futures and Options before considering any futures transactions (https://www.schwab.com/public/file/P-10718370/).

(1021-17SK)

Version history Schwab Mobile
New in Schwab 11.10.0.13
• Simplified trading experience
• We’ve updated the Account summary page with a new look and feel
• Bugs that were fixed: Crash bugs and indention typo
New in Schwab 11.9.0.7
• Now you can view Schwab market insights directly on the Markets screen
• Institutional Intelligent Portfolios provides automated investing solutions to investors working with independent advisors
• Bugs that were fixed: Crash bugs and updated icons for tool tips
New in Schwab 11.8.0.12
• Update Mobile Menu wording
• Bugs that were fixed: Crash bugs and backend services issues
New in Schwab 11.7.0.20
• Bugs that were fixed: Crash bugs, overlapping text, and a few typos
New in Schwab 11.6.0.16
• System updates to enhance user experiences
• Bugs that were fixed: Android Biometric Login, Crash bugs, research chart text overlaps, and voice-over updates
New in Schwab 11.5.0.15
• Now you can log into your Schwab 529 Savings or Learning Quest 529 Plan account via Single Sign-On
• Backend Service updates
• Bugs that were fixed: Image capture causing crashing and Trade Calculator loading time
New in Schwab 10.12.0.18
• Schwab Stock Slices™ now allows clients to purchase up to 30 slices at one time. If making a purchase in a custodial account, a New Owner's Guide can be shared with the recipient.
• Bug fixes and performance enhancements
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