Carl W.
go elsewhere
a gauntlet of AI badgering questions to check did I close out an account. Probably lost small amount of money in the process, they cold not confirm . AVOID AVOID AVOID. Nice man I spoke with
Charles Schwab offers a wide range of investment advice, products & services, including brokerage & retirement accounts, ETFs, online trading & more.
Charles Schwab (schwab.com) has 761 customer reviews on Five Star Index, with an average rating of 1.6 out of 5.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · Irvine, California
Excellent

Investments & Wealth · Calabasas, California
Excellent

Investments & Wealth · Orange, California
Excellent
761 approved reviews, newest moderated first
Carl W.
a gauntlet of AI badgering questions to check did I close out an account. Probably lost small amount of money in the process, they cold not confirm . AVOID AVOID AVOID. Nice man I spoke with
Lauren M.
I have had an account at Schwab for close to 10 years now. It has, for the most part, been an excellent experience. My brokerage account is safe and their security, if somewhat maddening, is strong. The investor checking account is excellent and truly essential if you do any overseas travel. I would recommend Schwab to anyone.
Jesse Quintanilla G.
I am having such a bad time with this company. They just all of a sudden restricted my account "suspicious activity" and they want to verify my account with Bank Statements. I sent a copy of Driver License and supposedly it is blurry, well C'mon is a copy from the copy machine. This is Totally ridiculous ! If I could give them a minus 5 I Def would !!!
complainbyme
dealt with Schwab since merging with TD. Today they said I don't have option trading available even though I have traded options since Schwab took the account over. Trying to resolve the issue we were disconnected twice and still waiting for a call back for over 2 hours. I have had many issues with Schwab. I have moved most of the family accounts to Fidelity. There are only 2 accounts left with Schwab and it looks like its time to move them out of Schwab also. BEWHARE IF YOUR THINKING OF OPENING AN ACCOUNT with Schwab
William B.
So far so good. I've had a small portfolio of companies (5-10 stocks) I will only trust Schwab to manage my portfolio. There transfer are seamless. The call center is open 24/7. and they get back to you somewhat fast to question you send them.
Bradley
not satisfied. bad service, kinda fraud
Randy T.
I have had a fabulous experience after switching from TD Ameritrade to Schwab and I'm a little perplexed about the challenges described by some others. I have a solid investment team that I speak with regularly. There is always someone available and they are very helpful. I get good advice and have had no problems withdrawing cash when I want it. There are a couple of opportunities for improvement such as automating money market withdrawals to fund monthly IRA disbursements. But, that is getting pretty specific and the work around isn't unreasonable. I would like a few more trade options as well, but this is still much better than what is offered by most brokerage companies and 401(k) options. I am reluctant to give anyone a five-star review unless I know they are the best. In this case, I don't know of anyone better or I would take my five accounts elsewhere.
Spence R.
Schwab is the bottom of the barrel. Extremely poor and unreliable customer service reps who Schwab employs however are not fully licensed not having taken the Series 7 New York Stock Exchange Exam. I have been licensed for 40 years and this form is crap. Should have never transfered from Ameritrade. Watch your ass Folks.