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September 2023 by Steven Rossi
Best brokerage. Most number of services. Highest quality staff. Highly recommend.
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November 2022 by Kelly kleinvachter
Friendly, helpful
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November 2021 by Run Guo
I want to give a 10 stars good review if I can do that. This is the first time I do some account stuff for my business with Charles Schwab, my brain was empty when I face to the numerous financial terms, especially for me without any experience in this field. I would say many thanks to Lauren Blaney, she is patient and professional, she always replied my emails on time and answered my questions patiently. She did the online meeting with me and guided me step by step to set up my accounts and explained to me how to use these accounts. I never ever saw any person in any bank can be so nice like her.
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November 2021 by Tina C Woodruff
I've been trying to get ahold of someone, anyone, about our inheritance, but keep getting the run around of 'oh, that's someone else's department'.
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May 2021 by Frank M.
My family encountered a significant failing in Schwab's customer service while working on my mother's final tax return. After she passed away, our trust account was closed. Now Schwab refuses to provide an electronic file, and actualy said they could only mail us a 1099-B. We spoke with several Schwab people. They are far behind the times, and inconveniencing us significantly while we are remembering of our loss. We had no issue with exactly the same situation for a trust account with American Funds.
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February 2021 by Frank S.
Called the 1-800-435-4000 and have been on hold for 53.15 minutes and still waiting for someone to pickup. Also system has been down at key trading times. They compensated me $250, which was not enough given my dissatisfaction with their phone, app, and website, not being usable to do trades. What is going on?
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November 2020 by Santiago Guerrero
They are just a pain. I had a custodial account. When I turned 18 I went to the office with my dad to fill out all the paperwork to get the account transferred to me. After 3 weeks of sending faxes (they do not have an email to receive documents), going 3 times to the office they haven't transfer the account to me, I can not trade and has been just frustrating.
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November 2020 by Charles B. Roberts
The representative I met in this location was young and inexperienced and not the least bit helpful. He was not able to or did not want to do a retirement planning analysis for me...in my opinion he was being lazy. That was the reason Itook the afternoon off work to meet with him. Once I complained, he did the analysis and came up with 2 different answers. Total waste of time and tried to complain to the Schwab customer rep...while I was explaining what happened she was busy reading her computer screen and not really paying attention. The manager then came in and started yelling at me saying I was not allowed to be a upset in that Office. Do not waste your time if you want real stock market guidance as they will refer you to an independent stock broker anyway.
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November 2014 by Hari
excellent branch. had 3 checks from different places, was able to deposit all 3 in less than a minute without filling out a deposit slip. Services rep was very courteous, efficient, and helpful
