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4 Reviews on “Charles Schwab”
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I have nothing but wonderful things to say about this Charles Schwab Office. All of the staff were extremely helpful and friendly. Excellent customer service!
I’ve been a member of USAA for many years, using their investment tools and products to help build my retirement nest egg. Recently, USAA decided to get out of the investment business for some reason and they thought it would be a good idea to partner with Charles Schwab and transfer ALL the investment accounts to them. As USAA customers, we didn’t have much choice in the matter. The transfer occurred near the end of May 2020 and seemed to go fine. That was until I tried setting up my new Charles Schwab accounts and link them to my bank accounts so I could transfer money easily, just like I did with USAA. Not only is Schwab not user friendly, they are not set up to handle things like a normal brokerage, nor do they respond well to customer calls, chats or emails. In my opinion, the transfer from USAA to Schwab FAILED, I’m now with Fidelity Investments and life is good again.
Julia helps me feel welcome. She is an asset to your company.