Charles SchwabReviews of schwab.com

Their systems is a joke. and app show different account value DAILY. vanish reappear randomly. Estimated income ignores a major holding, making it useless. BullStahs. even they paid accurately-just took hours. Schwab can't track basic math.

I expected better from a company like Charles Schwab. I was left on hold for over 6 minutes during a support chat, only to be told the agent was “talking to another department.” Then they disappeared again for another 5 minutes without any update or apology. When I expressed my frustration, I was met with vague responses and no real accountability. I asked direct questions and even hinted at escalating the issue, but nothing seemed to prompt urgency or concern. It felt like I was being ignored or deprioritized. For a financial institution that’s supposed to value trust and transparency, this experience was anything but. I’m seriously reconsidering my relationship with Schwab. If this is the level of service they provide, I worry about how they’d handle something truly urgent. Agent Anthony S.

I reluctantly was transferred to Schwab when they purchased TD Ameritrade. TD Ameritrade has the best platform for investors called Think or Swim. This is the only reason why I stay with Schwab. I never know how much my accounts are up or down for the day and what my account value is because Think or Swim, their website and the app gives me all different values when my positions go ex dividend. They also do not pick up one of my high yielding positions on the estimated income tab, therefore giving me a false number. You would think after all these years that Schwab would have their act together. They suck!

I tried support, emails, live chat. Nothing. The solution? It's in the profile picture. That name changed everything.

I am absolutely convinced they have lost many people's funds with unrealistic promises. There is nothing that will stop me with PAIVA. They deliver exceptional service and hassle-free payments, making them the best alternative.

If there was a minus 3 that is what I would rate. Investing is they want your money. The problem comes when you want the money out. If this is from an inheritance, then just stand-by. The local offices have no idea how to proceed. They required all the documents and certificates, no problem. NOW they will assign an estate representative. They will give you the run around for the next 2 to 3 months. Then part of that is they will not take your call, if they respond to a message, it will be delayed. Then they will ask for more documentation of which they already have on file. They continue this do loop until they get tired of harassing you. Eventually they will send your funds to all parties which have all filed an individual application. If you know you are going to pass, get your money out. Otherwise make sure you pick an heir that is persistent and downright aggressive, and they will face an extended frustration.

Horrible bank. Do not ever trust this bank. I rolled over my Roth IRA and requested them for a debit card. Chased them for 5 times . Each bank representative gave me a false answer . Even tho I transferred money into their brokerage account . they were not ready to initiate a debit card.i needed the card urgently for an international travel and Mike from the banking brokerage account was very uncooperative . not at all ready to initiate the debit card even tho I transferred the min amount into my individual brokerage account.

We had a terrible experience trying to open a new rollover IRA for my wife. Our accounts are linked so their system kept trying to open an account in my name. Then there was an extended delay actually getting the account opened due to actual physical paperwork needed. Now, they claim the forms they provided my 15 days ago are now out of date. How are they still in business?