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July 2025 by AK T
great experience, friendly staffs, very patient, nice and kind. very happy to do business with them.
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May 2024 by Kyle Brazil
Poor work ethic.They cause a lot of problems and require considerable babysitting. Not worth the headache.
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November 2023 by Robsun Coaching
Schwab has gone way down and has become a dysfunctional bureaucracy. They send me emails regarding my account, but when I call, they cannot find my account. I do not recommend banking here.
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November 2023 by Ronald B.
This used to be a great company. Their service has declined to the point of being dysfunctional. Very hard to get even simple things done.
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September 2023 by S S
Friendly staff. No need to wait. 1 hour free parking on the side street.
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June 2023 by Ben Gruber
Great experience and staff.
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November 2022 by Rose Jones
I love Charles Schwab for all my investing needs. I use the online or phone services only.
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October 2022 by Ken B.
Beware the "Schwab Intelligent Portfolio"! I've had a few accounts at Schwab since 1993 ranging from IRA rollovers to regular portfolios. Two of the portfolio accounts used different investment strategies. In March 2020, I converted one of those account to an "Intelligent Portfolio Account" managed by Schwab. This account was problematic from the start. I added some stock into this account from another account. Once they sold all the stocks in the account, I used the cash balance as my starting Value. They used some value I didn't understand how they came up with it. They purchased ETF's in a well-diversified portfolio. In a short time, some ETF's were sold at a loss and they were replaced with different ETF's. Then the portfolio went up in value and they showed a Positive appreciation even though the value was below the starting value. It was like you invest $100, lose $30 so you are down. The portfolio goes up to $80 and they show you have a 14.2% gain! Not a gain to me when you've lost money. This is clearly a money maker for Schwab and not so much for you. About 40% of the ETF's are Schwab ETF's so Schwab gets the associated management fees for each ETF. Add to that, the 12% cash position that you must maintain paying about 0.02% interest while they charge about 8% for their margin loans. They would sell an ETF then replace it with another ETF with the same strategy as the one they just sold. Why replace a Large Cap growth fund with another Large Cap growth fund? The final blow came when I cancelled the Intelligent portfolio in September 2022. They closed the account! All online records of that account were deleted. Before closing that account, all my Schwab accounts were down about 16%. After cancelling that account, it showed a 2023 summary of all my accounts as being down in single digits. All the value in the Intelligent account was deleted for the entire year! That money never existed, so I didn't lose it. I tried to get a true P/L for the year for that account so I could do some tax loss selling. I called a representative for help and after a long hold time I was told to go through all my monthly statement and figure it out from that! That was the best Schwab would do and I had been told with 7 digits invested with them I was a high value customer. Can't imagine the help a non-high value customer would get. This was obviously a punitive action against me for getting out of their Intelligent Portfolio. I remember when Charles Schwab was helpful to their retail customers. Like everything else, Caveat emptor.
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January 2022 by Phylis L.
The office is clean and well maintained and the premises safe With ample distancing. The staff are courteous and professional.
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June 2021 by Dave McGuinness
May 2021 the entrance has sign saying UC Berkeley Extension, all the blinds are closed so it looks closed.. Then when you find that Schwab is off the sidewalk there is a person inside who doesn't introduce herself, is standing away from the desk waiting, she is cold to the point of rudeness, she asks how she can help then says she can't because she is with a client. Her name is June.Awful experience with the staff. In addition Ivan had called me this same day because I was a new account. I told him I was coming in to drop off an IRA transfer form so could I meet with him but he said just drop off the form at the front desk. No customer service.
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February 2020 by Prerna Lal
This is the slowest branch in the history of the world.
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November 2019 by Dyna Erie
This particular bank seems to be unavailable and dripping with racial profiling. I went in and wanted to open a savings account and these people looked me up and down and looked over my application over and over. COME TO FIND OUT THEY NEVER GAVE MY APPLICATION OVER to the people that need to assess it and approve it. I’ve called the bank 14times and they never pick up. Just makes me feel like they do a bad hiring job. The bank itself is wonderful. The customer service at this place is awful.
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October 2019 by Gina A.
Not happy with the Berkeley Branch. They keep changing financial advisors. Why? I need advice and do not feel I am getting anything but a computer program printout. Do some work on improving your Berkeley Branch
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July 2019 by Dina Erie
This particular bank seems to be unavailable and dripping with racial profiling. I went in and wanted to open a savings account and these people looked me up and down and looked over my application over and over. COME TO FIND OUT THEY NEVER GAVE MY APPLICATION OVER to the people that need to assess it and approve it. I’ve called the bank 14times and they never pick up. Just makes me feel like they do a bad hiring job. The bank itself is wonderful. The customer service at this place is awful.
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May 2019 by Curtis L.
At the Berkeley branch today trying to deposit 2 checks (because the mobile app has not been able to read them). I was told, not asked (there was no upward inflection) "why aren't you using the mobile app." Wouldn't a better approach be "I'd be happy to make those deposits for you. Did you know you it's really easy to use the mobile app to deposit these electronically? I'd be happy to show you. " or something even slightly related to that? Was there a line of angry customers behind me? No. Was she serving any other customer? No. I also had a large sum of cash to deposit (several thousand) but all I got was "we don't take cash here. We're a brokerage." There was no "sorry" nor any empathy from her. Poo poo on Schwab.
