CharlieReviews of charlie.com

4.5582 reviews
Banking & Money

Charlie

About Charlie

Charlie is a banking solution designed for people 62 and older and receiving Social Security benefits. Charlie gives you more for your money, fraud protection to keep it safe, and delivers it with an experience that’s relatable and respectful.

Charlie (charlie.com) has 582 customer reviews on Five Star Index, with an average rating of 4.5 out of 5.

Also known as: charlie.com
Website: charlie.com
Category: Banking & Money
Listed on Five Star Index: 2026

About these reviews

Replies: The company replied to 92% of reviews.
Latest: Most recent review: July 2026.
Edits: Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
Score: This company cannot pay to remove reviews or change its score.

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Charlie reviews

582 approved reviews, newest moderated first

David S.
Feb 12, 2025
What Charlie is doing is a good job…
What Charlie is doing is a good job with customer service, and their really professional how they handle complaints like my having a problem with my name not matching with the other bank, so Charlie made a few suggestions and it took me about three attempts, but they kept helping and that third time my transfer cleared and they were able to teach me by having the patience and understanding me and my needs.
Response from CharlieFeb 13, 2025
Hi David, Thank you for taking the time to leave such a wonderful review! We’re glad to hear that our customer service team was patient and understanding. We strive to provide the best possible service, and it’s always encouraging to receive such positive feedback. Thank you for choosing Charlie!
Regina O.
Feb 12, 2025
I love the way you can use all the…
I love the way you can use all the different ways you can use the account. The only bad thing is how to put money into the account. Having to take money out of another account to have to go into a store to pay to put money into my Charlie account. But I really like my Charlie account.
Response from CharlieFeb 13, 2025
Thank you for your positive review, Regina! We’re delighted to hear that you’re enjoying our Move Money features. Our team works hard to offer the best solutions to our customers, and it’s great to know we’re hitting the mark. If you have any further feedback or questions, please feel free to contact us. Thank you for choosing Charlie!
Harold A.
Feb 11, 2025
The help i receive when I'm not sure of…
The help i receive when I'm not sure of how to navigate through a problem they patiently gets me to solving the situation thank you for your help
Response from CharlieFeb 13, 2025
Dear Harold, your wonderful review made our day! We’re thrilled to hear that our customer service team was able to meet your needs. Your satisfaction is our priority, and we’re pleased to know that we’re doing a good job. If you ever need further assistance, please don’t hesitate to reach out. Thank you for choosing Charlie!
William A.
Feb 11, 2025
So much trouble was taken by your rep…
So much trouble was taken by your rep to ensure social secruity was deposited for me to my account
Response from CharlieFeb 13, 2025
Dear William, your wonderful review made our day! We’re thrilled to hear that our customer service team was able to meet your needs. Your satisfaction is our priority, and we’re pleased to know that we’re doing a good job. If you ever need further assistance, please don’t hesitate to reach out. Thank you for choosing Charlie!
Beverly H.
Feb 11, 2025
Charlie is very efficient at posting…
Charlie is very efficient at posting direct deposits and also their customer service support line is very friendly and very helpful each time I phone them. My debit card works wonderfully wherever I go. However one thing that I found was discouraging to me was that I went in to a Walgreens to put money on my card I needed to do a transaction and I didn't have enough funds but I just needed to put a very small amount of money in and it was like $10. Then when I put my debit card in to add the money to it they charged me like 7 or $8 more and luckily I had the cash on me because I had to pay that to load money on my card and I did not appreciate that at all because that means if I just want to add a little bit it's going to cost me more than the deposit so I'm I need to confirm with the Charlie people how that works. Also to get money out of an ATM you are charged as well and they're pretty healthy charges so I'm a bit discouraged about that
Response from CharlieFeb 14, 2025
Hi Beverly, We’re sorry to hear about your experience and understand your concerns. We strive to provide a service that meets the needs of our valued customers, especially within the retirement community. We’ve sent you an email to better understand the situation and work towards a resolution. Thank you for your feedback, and we look forward to hearing from you.
James N.
Feb 11, 2025
Charlie Financial takes excellent care…
Charlie Financial takes excellent care of its customers with professional friendly knowledgeable staff. My experience has been Excellent with Charlie Financial, they have genuine concern for their customers and constantly share fraud evasive tips to protect its customers. I have only great things about Charlie Financial. Thanks Charlie for allowing me to be one of your customers!
Response from CharlieFeb 13, 2025
Thank you for your positive review, James! We’re delighted to hear that you’re enjoying our Fraud Shield features. Our team works hard to offer the best solutions to our customers, and it’s great to know we’re hitting the mark. If you have any further feedback or questions, please feel free to contact us. Thank you for choosing Charlie!
Phyllis C.
Feb 11, 2025
The people are amazing
The people are amazing, never had any problem getting my money. They are understanding and genuinely care. Would I recommend them, hell yes 5 stars, and scale if 1 being worst and 10 the very best, 10 all the way Phyllis
Response from CharlieFeb 13, 2025
Thank you, Phyllis, for your lovely review! We’re happy to hear that you find our online banking services user-friendly and efficient. Our team is dedicated to providing a user-friendly experience, and your feedback reaffirms the hard work we put into it. If you have any suggestions for further improvement, we’d love to hear from you! Thank you for choosing Charlie!
Karen B.
Feb 11, 2025
Good customer service
Good customer service
Response from CharlieFeb 13, 2025
Thank you so much for your positive review! We’re delighted to know that you’re satisfied with our services. Your feedback is invaluable to us as we continue to strive for excellence. Thank you for choosing Charlie!

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