Charles Schwab & Co.

Avoid Schwab at all cost. They are the most crooked brokers and bankers in the industry. They do not have the client's best interest and only enrich themselves. They block access to your money and fail to make timely trades or distributions. They lure you in with phony IPO's that immediately lose half their value and never recover. Stay away!!!

I went to Schwab location to withdraw a sizable check only to learn they don't print checks. After hearing my options I decided to have it overnighted and was assured I would have it yesterday. It's 2pm and still no check. I called cust service and before I was disconnected twice (promised a callback after the first time but never did I get a call back) the person informed me they printed the check yesterday and overnighted it and it could be until tomorrow that I receive it. There is a fee for overnighting yet it can take 3 days to receive it. I am livid at this moment. Lousy service!

Schwab updated their .com site recently. I use my Google Pixel 6 and I use my Pixel 6 through the Chrome browser to access my accounts at Schwab.com many times a day. The opening page is set for Summary. You used to be able to see every category in detail for your accounts, Equity positions, ETFs and Closed End Funds, Fixed Income, Cash and Money Market. You could see everything just like when you signed on by computer. Now you can only see your accounts with value and market change and total. The rest of the screen is just garbage about other areas of information that you can easily access using the 3 bars button. No more detailed summary.

Charles Schwab company been used them around 11 years. Before I use StreetSmart.com. Was pretty good. After they change to StreetSmart Edge. Find out have ** load of problem last 2 years. I have to call them million time to fix the same problem, trust me don't ever use this company at all. Horrible website. I put a bracket order even it trigger the $ but is still show order is open and this happen many time already. They never fix it. I call them the first time was 2 years ago till now, trust me don't ever use Charles Schwab. They have ton of problem on the website.

Horrible!!! Opened a Schwab account to see where my TDA account will forced over to in order to get a feel for the Schwab platform and I found Schwab to be stuck in the 1970s!

I've been a customer for 10+ years. This bank use to be great. Customer service was wonderful. Now it's terrible. Payment services are inconsistent. They've mistakenly frozen my accounts and not told me about it. It cost me hundreds in fees with third parties, and they still haven't apologized or even admitted wrong doing. I'm moving all my money OUT of Schwab now.

I cashed in an annuity and wasn’t informed about the change from state to state as I’d cashed one in while living in WA for a larger amount than one while living in ID. Plus it being quite a smaller amount and I was blindsided with the taxes today and the fact of not making payments and the penalties which wasn’t the case in WA? They should have explained this so I didn’t have to go broke!

My partner and I arrive at 3:55 PM at the Charles Schwab office in Mystic on Friday, March 10, 2023 for our 4:00 PM pre-made appointment to add additional accounts to our current accounts. As we sat there waiting for our appointment, it wasn’t until 4:15 PM that we were finally acknowledged at all by Bryan ** with such utter disdain as soon as he walked out of his office. He then began to speak down to us with such a nasty disposition and in such a condescending attitude too that was quite shocking and disgusting coming from a representative of Charles Schwab.

I contacted Charles Schwab due to overpayment in my 401 plan which caused problems doing my taxes. Well I got the most uncaring unknowledgeable employee Klarissa. I explained my son had just died. He was 25. I told her I needed to file my taxes to get money for funeral home and due to overpayment I could not. Well she told me all the wrong things to do. It took 4 days for jay to finally call me 4 days very unprofessional meanwhile I’m calling every day getting lied to saying someone was going to call me. I will tell you know I have dealt with Fidelity T Rowe price and Ameriprise. Never had issues.

Poor customer service over an hour wait to speak to a service representative but they refuse to explain why they do not follow the IRS rules as laid out in IRS PUBLICATIONS and at the advice of our tax specialist.