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December 2023 by Carl H.
I know this is hitting the specific office in Franklin, but it's intended for Corporate. Moreover, I am a former Ameritrade customer, and the switch has been less than desirable. The platform is inferior compared to many other trading platforms. E.g. hard to follow screens, fails to bring relevant information to the forefront of what you're working (i.e. you must flip between screens to access relevant information. I.e. when option trading the stocks, chart is not readily available.), ticket orders do not flow easily. You must relook each entry over and over and if you have an error upon submission, you better check the "edited" ticket as the default information will change to an entirely different option. CFRA star investment listings, calendar of events... are not available. I don't understand why a company would purchase something and not bring their format advancements along as well. The platform reminds me of an old green screen system with a gooey overlay.
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November 2023 by Carl H.
I am an Ameritrade to Schwab customer and the experience appears to be a setback. I've given it a couple of weeks but I feel no differently. The web based platform as well as the mobile app are awful. Hard to navigate, limited information within any given screen and unimportant information taking up space. I have yet to find "Daily Cost basis" info., CFRA option trading suggestions and the list goes on. Any suggestions on an alternative provider with a friendly tool?
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November 2023 by K L.
I handle most of my own investments, but get the occasional message from someone at the CoolSprings office. When I respond, they don't reply. Not too good, guys!
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June 2020 by Robbie Webb
I was fortunate enough to have some money to invest and decided on Charles Schwab. I called, made appointment with Nicole West. I was very hesitant to go but so very happy I did. I knew nothing but after meeting with her, discussing goals I was put at ease. I am kept informed and they are making all the adjustments. Thank you Nicole!
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June 2020 by Layne Meltzer
What a waste of space. A golden location for a local business to strive, but instead put another financial institution.
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June 2020 by John Calzavara
Good service.
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June 2018 by Tom Harding
What professional courteous service! I wish all financial companies (UBS/BOA) were run in such a manner. I just dropped in to sign over some stock certificates; everything was handled with such ease I was almost shocked.
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June 2018 by Corey M
Love the banking options and 401k savings vehicles
