Reviews for Charles Schwab

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Oct 2024
Every time I call Schwab I always get excellent customer service. The representatives are knowledgeable and polite.

However, I went in to deposit a rollover check to this branch and the white guy who sits in the office to the left of the front counter, was a jerk, and that’s the nicest way to put it. The ladies at be counter were all busy when I arrived and even though he wasn’t doing anything and actually looked over at me it wasn’t until 10 minutes later when one of the ladies at the front counter asked him to deposit my check, that he actually greeted me.

I asked if Schwab was going to change the process and allow rollover deposits through the mobile...read full review
Sep 2024
Setting up my mom’s trust has been nothing short of a disaster. The worst part is that I intentionally took all my trust paperwork into the office so that all my information was complete when they sent my application in. Antoinea was super helpful until I left. I’ve been waiting 6 weeks for my trust to be opened. I’ve called her. emailed her. Practically begged her for support and the only response I got was to call the 1-800 customer care number. How disappointing! She screwed up everything and has left me to fend for myself. I’ll never go back to Schwab. In an emotionally trying time for my family, they added to my stress instead of helping.
Oct 2023
Not very good since the merger. They started holding my funds for 4 days and didn’t even notify me. TD Ameritrade made electronic deposits available that day for a check to clear. Also, I had to spend 45 minutes on a phone call to be able to log in to my account with the transition to Schwab. Sorry execution on the merger and Walmart style customer service.