Charles SchwabReviews of schwab.com

Great experience - great customer service - great advisors

I've been banking with Schwab for years with a checking account, Roth IRA & individual investment account and never had any issues.

Hello, I researched many investment brokers for a month or so and narrowed it down to Schwab, Fidelity, and Vanguard. I originally went with Fidelity but after finding their site and customer service to not be as intuitive as I thought it would be, I switched over to Schwab. I immediately found Schwab's platform and customer service to be more intuitive and effective.

Waited over an hour 2 times for a fixed income advisor finally hung up. Other representatives are useless

Readers: Only use Schwab for their money market funds, no atm transaction fee, and no foreign debit card usage.. seriously switch to Fidelity that's what i am doing.

Not sure if the customer service rep was just having an off-day, but she was incredibly rude, condescending and acted as though it was a huge burden to her that I had called to ask for help...despite her job description. She asked me what I needed help for after I had just explained to her that I couldn't login and could't get a password reset link sent to my phone, despite me explaining that to her very clearly at the beginning of the call. Once I reiterated my reason for calling, she immediately became defensive and turned it on me to make it seem like I had no idea what I was talking about. It was all I could do not to hang up. Leah from Dallas, please pick a different department to work in!

Slow to place orders - antiquated site & mobile needs an upgrade (take a page from Webull). Didn’t get any monetary incentives at all for moving 401k, Roth, Sep ira & personal account over to their horrible platform (and all total well over the average retirement amount). I complained about this and I was told the promotion department would contact me. They never did. Platform is slow and antiquated. Street smart edge is a joke - I tried to place bracket orders on there to no avail. Should have opted for TD (which they bought out) or IB - I need automation because I like to trade not buy and hold (you can’t in today’s market and make any money). As soon as I can move my accounts elsewhere I will. I am stuck with crappy Schwab, since you can only roll your accounts over once per year. They desperately need api access for their retail traders (they have it for big institutions) for algo & semi-automated/automated trading. Don’t even bother downloading Street smart edge, it’s Garbage!!!

(1) Account was always in good order. Mailed check to add to it. Was told account closed when check returned by mail, no further details. Schwab closed it and opened another with a different number--WITHOUT telling me! Had to call in to fraud department to find this out. (2) Merging with TD Ameritrade, a truly bad broker which will fit right in.