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?
December 2023
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... read full review
June 2020
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!
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?
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... read full review
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!