Financial Advising in Los Altos, CA

“great friendly bank. they make the process of starting an account and getting financing simple. just started banking with them a couple of months ago. as my experience progresses with them , i will also do my business banking with them.”

“11/1/2023thinkorswimCharles Schwab & Co., Inc.schwab.com/contact-us877-519-1403This is a review for a stock trading platform which I just installed and compared with my previous platform called StreetSmart Edge (SSE), also provided by Schwab. This has gotta be a first review and I hope it will be relevant to somebody, I could have used this information.thinkorswim (TOS) is a powerful, feature filled and customizable equity trading platform that is in many ways superior to StreetSmart Edge.Trades are easy to setup from multiple places and very intuitive with lots of options available.Charting appears to be at least as equivalent to SSE with apparently many more studies available. I was able to replicate my SSE chart setups quickly.The MarketWatch Calendar is an excellent feature where you can display the dates for earnings releases, dividend ex-dates and other stuff. I had to create individual manual notes for these in SSE, a real time saver.However it does lack some key features that SSE has; the ability to display the daily change in account value (so you know how you did that day), the ability to execute a sell order using specified lots (for tax purposes, however you can still do this with Schwab.com) and the ability to display top holdings for funds and ETFs in Fundamentals. There are some minor quirks like being able to retain the number of days when displaying account information (it always defaults to 1 day when switching menus).TOS takes a little getting used to time because it is so customizable and will take at least a few days of work to get it the way you want it to look and work. Service has been excellent through the chat support feature with very helpful and responsive agents. When I first ran it, I was thinking of going back to SSE but after a little use I really like it and not going back to SSE.”