Charles Schwab

Mary T _{on Google}

Apr 9th, 2024

They read off the website when you call to ask for further information. The girl who answered had no clue and the FAs cannot further explain or advise on retirement.

John Hovis _{on Google}

Dec 30th, 2023

Very disappointed with Schwab. Requested a check from IRA as a QCD. $$ were withdrawn from my account but check hadn't arrived three weeks later. A second check was issued, and I was told it would be overnighted by two different representatives. Five days later, and no check. Called Schwab and was told the check has been sent out by regular mail. This shows very poor communication within the company.

Remington Ferry _{on Google}

Mar 30th, 2023

They've owed me 200k for a year. Do NOT spend a single solitary penny with these scam artists. They get government incentives when they trick/force you to pay more in taxes. I'm going to have to get a lawyer

John H. _{on Yelp}

Mar 14th, 2023

I recently needed to get something notarized and was dreading the trip to my bank (one of the "big box banks") that would probably eat up hours of my day.  One suggestion came up that I should try calling Schwab to see if they offer the service, and they do!!Called ahead and Cooper told me that both persons manning the desk had the ability to notarize documents, no appointments needed.Later in the day, I made my way over to Schwab.  The SouthPark location is super convenient, they have their own, dedicated parking lot that was easy to get in and out of.The counter is shared with TD Ameritrade, so once you figured out which side of the main desk to go to, it was a breeze.  Cooper looked like he just came back from lunch, or a break but he remembered my voice from my phone query and we got to notarizing (with valid ID and documentation of course!)There was no line and the whole thing probably took 15min (I spent more time driving to the location I bet).  Of course, I was only notarizing two documents (total of 6-8 pages of information for my professional engineering license... so I'm sure you need to allot for more time if you have a lot of paperwork to go through and review).It also helps that I am a Schwab account holder.  Overall it was a great experience, and I need to think of them more often when I need to do "official business things" or in need of a notary.

Leah Ho-Israel _{on Google}

Jan 18th, 2023

This location doesn't print checks. Weren't the most helpful with my questions over the phone.