Charles Schwab works with companies that only care about how hard you worked for them if you did it for 3 years. I worked for Andersen Windows in Bayport MN for over a year. I had over $5,000 dollars in my 401K. When I called Charles Schwab to roll it over they told me since I didn't work my butt off for the company for 3 years all l would get was a little over $2,000 which is what the company took out of my check. I strongly suggest if you have ANY other option to put the trust for your retirement other than Charles Schwab. DO IT. If they are willing to work with companies like that. The truth is they could care less about you or your retirement. DO NOT PUT YOUR TRUST IN CHARLES SCHWAB!!!!! They're only about making themselves money!!!
BR
Berna R.
Ní infheistíocht mhaith
Liars mór
Rinne siad iarracht mé a scamadh agus mé a ghlasáil amach as mo 53,000 ach G LO B A L P R I M E R E C O R Y O R G Céim Isteach agus fuair mé m’aisíocaíocht agus m’ús seolta chuig mo chuntas… Cuidigh leat féin mar ní thabharfaidh na scamadóirí seo freagra ort.
TE
Teri
It takes 4 to 5 attempts to even access…
It takes 4 to 5 attempts to even access my account. And then once on, I cannot make trades on the website. It is extremely slow. Maybe if they took out some of the bloated information that I didn't ask for, the website would move faster.
AY
Aicko Yves S.
Why the heck did they not keep the much better TD Ameritrade platform in the merger???
What the heck happened??? TD Ameritrade had such a useful and very clearly organized website. For a very long time after the formal acquisition by Charles Schwab we were told how much better the web experience would become once our accounts are completely moved to Charles Schwab. Who develops their trading platform??? Charles Schwab's website absolutely "sucks". It's almost unusable. Lot's of important information is missing, it is extremely slow, and their accounting of transactions during the TD->CS move is ridiculously confusing and seems not to add up on first sight, because they lump together some transactions while they itemize others. The customer has a very hard time understanding why their accounts apparently lost money during the move from TD Ameritrade. I am definitely exploring options to move my Roth IRAs somewhere else where I can actually invest money in a similarly convenient way as was possible with TD Ameritrade. Whoever was in charge of the merger should have made the executive decision to keep Ameritrade's platform and retire this ridiculously limited Charles Schwab trading platform. The lack of functionality is appalling.
PM
Paul M.
I have used TD Ameritrade for years and…
I have used TD Ameritrade for years and was very happy. Then they switched to Schwab and their site is terrible. I will be switching soon. Any Ideas?
DP
Derek P.
Incompetent customer service
Unfortunately Schwab bought TD Ameritrade. So my account got transferred. What I can say about their customer service is that they hired totally incompetent people who cannot solve a simple issue as they got some very serious reading comprehension problems.
TI
Tim
Also was a victim of the TD Am merger
Also was a victim of the TD Am merger. The mobile app is very basic and does not provide any streaming at all like TD A's app which is now gone . Singed up with Fidelity and now have a streaming graph very much like the old TD A app!! so long CS!!
SA
SAO
Charles Schwab - Refused Account Closure
Charles Schwab purchased Ameritrade. I tried to close the account for two months before it crossed to CS. Unfortunately, the scam they ran was I could not close my account online, and when calling in the message, they were overwhelmed with calls, and operators were unavailable is as far as I could go.
Charles Schwab assumed my account, app, website, and customer service were a nightmare. After providing five forms of personal information on the phone, they said they needed two more. I asked them to close my account, and they told me additional authentication in the form of a survey would be required. I lost my voice due to complications with my disability. I logged into the desktop version and searched for information on how to close my account, and there is NO INFORMATION OR OPTION TO CLOSE MY ACCOUNT. Not legal. I pulled up the chat and repeatedly asked for a link to account closure documentation and to forward me forms to close the account and they refused. Customer service said I could only complete the report with a call. I asked how that was ADA-compliant, which still needs to be answered. I looked for ADA-compliant policies and documentation, and there wasn't a link on the website. I am a person with a disability, and I requested a written way to close the account and was not provided one. The chat attendant shut the chat down, and as I was copying the conversation for documentation, the last 12 minutes were deleted! The part where it showed Deanna B. ended the call when I stated I was not finished and needed a written closure option to meet my personal needs was deleted. In Summary, I was denied an ADA option for closing my account. My requests for a link to their ADA policy were rejected. Legal documentation was requested and denied for the steps I needed to take to end my business relationship with CS. My consumer rights were violated, as well as my request for written accommodations. The representative altered the written record of our conversation to cover the proof of ending the chat and removing the full chat record.