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May 2023 by Brent J.
I'm a long time customer of TD Ameritrade which was acquired by Charles Schwab. My story is long and painful - I'll try to address the low points as the reader of this review will get the gist of it. The Boise (Schwab) staff couldn't tell me when my account would be part of a system conversion. I decided to open a new Schwab account and transfer my TD account to it rather than wait for the "conversion". I was told that the transfer would be simple and it turned out to be a time consuming nightmare. When the Schwab account was finally open, the staff at the Boise (Schwab) office provided the required documentation to transfer my TD account. After I pointed out their typographical errors, the documents were corrected and signed and I was told that it would take 5-7 days to complete the transfer. It's now 23 days later, and they still haven't finished it. All the while, I have had no access to my TD account and my the income from the account has suffered. Over the past 3 weeks, the communication from the Boise office has been almost nonexistent. The only way I was able to find out what was going is via an excellent Schwab employee in Chicago - which I found only by chance. After having a spirited conversation with one of the folks at the Boise office this past week, I'm moving the relationship to the advisor in Chicago.
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April 2023 by Greg Stump
Walked in requiring help with a non standard banking request. Cam Davis, the Client Relations Specialist, was responsive, supportive, and handled my request with urgency.
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December 2022 by dana steele
Very unprofessional and unorganized. Would not recommend Charles Schwab to anyone. Going somewhere else.
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September 2022 by Neal Boliou
Very helpful in setting up my daughter's Roth
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July 2022 by Michelle L.
I have had to deal with the Boise branch of Schwab, once on behalf of my mother and 2 weeks ago on behalf of my sister. The service was exemplary. Gracious and all requests attended to, all questions answered. In these days of "that's not my job" I am most appreciative.
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March 2022 by Josh McCarver
I "was" a potential new client. I've tried calling this location multiple times and always get routed to a national call center. More than once I was supposed to get a call back from them to make an appointment and actually start investing. I can't even get a return phone call. Clearly these guys are not interested.This is a huge red flag telling me to take my business elsewhere!Shame on the staff working at this location for not even giving a call back to what would have been a new client!
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December 2021 by Dave Fields
Scheduled an appointment online over a week ago with no response. Sent a second request notifying them of their lack of response and still never responded.
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November 2021 by susan horvath
Awesome company, great staff
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August 2021 by Dave Fields (Coldwell Banker)
Scheduled an appointment online over a week ago with no response. Sent a second request notifying them of their lack of response and still never responded.
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June 2021 by Ray Polzin
I have experience with 3 large investment firms and Schwab comes out on top. The Boise office has always been responsive, perhaps less so during the pandemic. I haven't experienced the lack of service others indicated in their reviews.
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February 2021 by Scott T Kenny
They are just fine until you need anything, and then it's not possible to reach a human being by phone, chat, or email. So as long as you don't need any help, great. But if you need help, oh boy, you're in for a long run around.To your response: yes, that's where I went and why I posted this review. 16 hours later chat is still telling me to hang tight and phone calls are rerouted to the national line, please hold. Stuck in an infinite loop.
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February 2021 by Adam B
Only been waiting for a representative for 57 minutes and still have not spoken to a rep......Unacceptable.....worst investment advisory I have worked with thus far.
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February 2021 by Plead the 5th
Following Robinhoods example
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February 2020 by Gary Gray
Been with them since 1994!!! Always been satisfied.
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November 2018 by Laura P.
Can't say much for other branches since this is the only one that I have used but I can say this much...NEVER AGAIN. As soon as they clean up the mess they made with my accounts I will pull every last cent from my account and go elsewhere. IDIOTS. The only bright side was the customer service representative who unfortunately received my call and had to listen to some very unpleasant language.