I've had my accounts with Charles Schwab since the early 90's and overall have been very happy with their services, HOWEVER, three times within the past month I have experienced unacceptable disruptions with my accounts. First was a scheduled bill pay- electronic payment that was never sent and I was never informed which resulted in a considerable late fee. Second, involved the transition of one account into a trust which included a hyphenated name adjustment. This was never discussed or noted during the paperwork process yet resulted in my account/funds being locked and unavailable for ATM withdrawal. Relatively easily fixed-after I discovered this incidentally... read full review
August 2022
Schwab rocks. You never have to wait on the phone long because an other branch will pick up and answer your questions. They are though on security. I forgot my verbal password and they are making me come in to update it, but I understand it. You can use you card & ATM in any country in the world no fees. Or if ATM fees apply at the foreign bank, Swab will reimburse you.
May 2022
I have been completely satisfied with my Schwab experience these many years. I have opened a bank account and their platform allows easy management of my IRA, Brokerage Account and Bank Account. Could not be happier!
I've had my accounts with Charles Schwab since the early 90's and overall have been very happy with their services, HOWEVER, three times within the past month I have experienced unacceptable disruptions with my accounts. First was a scheduled bill pay- electronic payment that was never sent and I was never informed which resulted in a considerable late fee. Second, involved the transition of one account into a trust which included a hyphenated name adjustment. This was never discussed or noted during the paperwork process yet resulted in my account/funds being locked and unavailable for ATM withdrawal. Relatively easily fixed-after I discovered this incidentally... read full review
Schwab rocks. You never have to wait on the phone long because an other branch will pick up and answer your questions. They are though on security. I forgot my verbal password and they are making me come in to update it, but I understand it. You can use you card & ATM in any country in the world no fees. Or if ATM fees apply at the foreign bank, Swab will reimburse you.
I have been completely satisfied with my Schwab experience these many years. I have opened a bank account and their platform allows easy management of my IRA, Brokerage Account and Bank Account. Could not be happier!