Charles Schwab

Oct 2024

I was trying to open an account there and transfer money. The receptionist was so inept. I asked her 3 times if she could fax the request to the bank. As I was walking out I said I guess I will have to find a fax elsewhere. Then said to me. Oh I thought you wanted to receive a fax. She even opened my account regarding the transfer. Either way she was really stupid or just rude.

Jan 2024

I'll update my review with details at a later time but ... Go with Fidelity. This banking institution is a mess for consumers. You literally have to "call the bank" and sit on hold to update debit card balances if you attempt to access funds through a debit card transaction because ... Their bank doesnt update debit cards to reflect account balances until AFTER 9 AM.

Feb 2022

This place has awful customer service. Went there to discuss my account and drop off something and hung around for half an hour and was told to move off to a waiting room. They don't value your time at all. After that went over to Fidelity Investor Center down the road and got taken care of right away, and overall had a much better experience. Avoid.