Charles SchwabReviews of schwab.com

Moved over when Ameritrade disappeared. My ability to make personalized online portfolio charts decreased. Rep ghosts me. My last RMD failed to be taken even after I checked that all was ok after the sale. Worse, site is not sophisticated enough to allow me to take out rmd and post that it is for 2023. No notification. Unhappy totally with lack of customer service. (Yes, I know the error is mine for not being more careful.)

I have been a advisor for over 15 years. I have been through multiple "Buy outs" and the purchase of TD from Schwab has been the WORST transaction yet. Charles Schwab is HORRIBLE to deal with!! The forms they issue could not be harder to comprehend. Nothing at Schwab is logical and easy to use. Terrible website (Schwab Advisor Center). Nothing flows easily like it used to at TD Ameritrade. Schwab, I give you a HUGE thumbs down

I started to receive junk emails from them once every other day. No option to unsubscribe, no option to adjust emails. I contacted chat, and there's only 2 options, emails on or off. On means i will keep getting junk emails, off means everything off. The chat representative actually said its my responsibility for security breaches, i will not be notified. I will start looking for a different brokerage now to move my stuff.

I’ve been with Charles Schwab since 2006. While they were behind the times then, they made up for it with excellent customer service which is why I kept them as my main banking. Since then, they have really grown significantly technology-wise, and really love their current features in both banking and trading/investment. What I want to highlight today is that I purchased a house today and closing people are panicking at 9:17 since they didn’t get their money for closing. Since I was still reviewing and negotiating items to be fixed, I did not request a wire until 9:43. Closing agents got their money before 10:17. This isn’t the first time that Schwab has performed beyond expectations. They performed well beyond expectations each time. I have bought 4 properties in last 20 years, have made numerous wire transfers, and Charles Schwab has always performed beyond expectations with their responsiveness. I am very proud to be a Schwab client and very humbled by their dedication to their clients. Thank you Schwab for giving me such excellent banking experience! — Long-term Schwab Client

Tyler from tech support in Denver CO helped me reset my Login ID and Password in a matter of 5 minutes. Helpful, friendly, and kind. Thank you Tyler, u are the MAN.

Ashley P in Denver is rude, unhelpful, and unprofessional. SCH used to value their reputation for excellence in customer service, but their standards fell through the floor when they hired this young woman. She has no place being the face of a publicly traded company and she should be relegated to a back office position with no customer contact. Her unpleasant demeanor and bad attitude should not be tolerated by SCH or any other organization that values their clients or their integrity.

Opened up a Roth IRA account and received a letter in the mail a week later saying they were closing my account. I called the number and they won't even tell me why. THIS IS A RETIREMENT ACCOUNT. All they will tell me was that it was a business decision. I'm sorry but if you're closing my account that I've deposited money into, you should at least tell me why it's being closed.

Worst customer service ever. Considering a Fidelity move from TDA instead of this crap place. No exceptions even tho I have ALL the information to open a ROTH for a family member. Willing to contribute full amount before deadline and they don't want to hear about it. TDA was never this way. Willing to work with you to make things right. Not Schwab. Starting out on a bad foot Schwab. I write reviews.... CFS = can't fix stupid customer service.