September 2024 by Dan B
I did not choose Charles Schwab. TDAmeritrade was acquired by Charles Schwab & my account was moved to Charles Schwab. I am extremely disappointed at the quality of service. I can't get basic questions answered - like can I move funds from an x-employer's 401K a/c to the current employer's 401K a/c at Charles Schwab. At TDAmeritrade there was more transparency and visibility for my own information in the account's settings to answer such questions. worst thing is even when I called Charles Schwab offices, their own agents don't have "behind the curtain" visibility for such information to answer my simple queries.
Genuinely pathetic customer service!!