Steve D.03/03/20I was with Schwab for 30 years. They helped me out when my Dad died and left me stock. I stayed with them until I inherited some money. Then I got avg service, and got poor advice. And probably... More
Bs L.03/08/24I recommended Charles Schwab's Oakland branch to my Chinese friend (who just received a 6 figure windfall) due to its proximity to Chinatown, hoping for Chinese-speaking staff. However, they... More
Dax B.05/24/23Schwab has slow transfers, an annoyingly complicated website/app, continually deauthorizes Venmo. Also has a slow and complicate fraud claims process, with stuck up associates who don't... More
Chris G.06/16/23First Class customer service. A classy and a very efficient modern bank yet a full-pledge broker dealer too. Offers Full array of financial products & services, with a unbiased portfolio... More
Victoria Y.10/24/22I found the advice by Kevin Frank, Schwab's income annuity team. extremely valuable in deciding on my retirement goals. I feel confident Schwab, Jim Babson, is ensuring I retire comfortably... More