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About

Easily trade and manage investments with Schwab support. Trade stocks, options, bonds, mutual funds, ETFs, and other financial products. Use Schwab.com and the Schwab mobile app4 to conveniently manage your account. Get online tools to screen and evaluate investments, develop a plan, and more. Call our financial professionals anytime. Plus get local support at a branch near you. Use our web, software, and mobile platforms designed for trading. Hone your existing trading skills or learn a new one. Access a team of professionals who share your passion for trading. Use your finger, face ID or preset passcode to quickly check your portfolio balance (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. See your positions at a glance. Trade stocks, ETFs, mutual funds, and options.

About

Phoenix Systems is a fintech software development company founded in 1981, is the preferred partner to provide robust, flexible and cost-effective software solutions to the global financial services industry. Our software solutions include; mutual fund transfer agent and shareholder recordkeeping, mutual fund sub-accounting and mutual fund trading, settlement and reconciliation. As a seasoned fintech software developer, we provide powerful solutions tailored to meet your business's unique needs. All our offerings are rules-based and modular in design, boasting the ability to swiftly adapt to evolving customer demands. With a client roster that includes industry-leading global financial service firms, Phoenix Systems has a proven track record of delivering complex software solutions for the financial services sector.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone seeking for a trading platform to trade stocks, options, bonds, mutual funds, ETFs, and other financial products

Audience

Financial companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 3.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Almost nothing. TD Ameritrade was way superior. Schwab android phone app is garbage. Sorry nothing positive to say

Cons

  • With multiple accounts you do not know how much total you have invested at any given time. No summary like on web. Does not total day's gain/loss in addition to daily. You will get logged out mid trade. No earnings/events calendar like TDA. No pre or post market action on your accounts. Doesn't update positions immediately - if your lucky a swipe resets. App doesn't stay open all day - multiple logins even when you aren't being thrown out mid trade. No historical tables of balances. Not half as intuitive as TDA -this app was made for your grandpa

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Charles Schwab
Founded: 1973
United States
www.schwab.com/brokerage

Company Information

Phoenix Systems
Founded: 1981
United States
www.phoenix-systems-inc.com

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Categories

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Integrations

APS Payroll
CFO Silvia
Claritus
Kinfo
Maxima
Moneytree
Motileo
NVSTly
Nitrogen
Obol
PinkLion
SmartOffice
StreetSmart Edge
Taiki
The Dividend Tracker
TradeZella
Trademetria
TradingDiary Pro
VISE
Wealth.com
Claim Charles Schwab and update features and information
Claim Charles Schwab and update features and information
Claim Phoenix Systems and update features and information
Claim Phoenix Systems and update features and information