Charles Schwab

Nov 2024

I was trying to buy some CDs using the Charles Schwab website and, while the platform looks similar to the TD Ameritrade one, it was not allowing me to buy the CDs I wanted and asked me to get assistance through a phone number. I was in the line for long time and I was not able to get anybody. I decided to come to this office to get assistance directly. After showing what my problem was, the person assisting me just directed me to the same phone number. So... What is this office for then? What a waste of time this place is...

Aug 2024

Iam was Very Happy with Kyle Baidas customer service recently at the Town Center office location, Jacksonville, FL. Kyle was caring, polite and helpful. Thank you for all your assistance Kyle. Have a Blessed Day.

Jul 2024

I was very happy with TD Ameritrade until the recent switch to Schwab. Since the move to Schwab, I have connectivity issues, am unable to login to the app and website without multiple attempts...sometimes over an hour of wasted time. Further, TD Ameritrade would always pick up the phone within a ring or two...this morning, I sat on hold for :30 before abandoning the call. Even the on hold message did not play properly.

When it comes to technology, things can go awry, however, it is not acceptable when your trading platform has this many issues.

I am not sure why I am giving 2-Stars when, in my opinion, the Think or Swim platform under Charles Schwab is...read full review