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November 2023 by David Leas
Schwab really upgraded their presence in Cherry Creek! It's worth finding an excuse to stop in and check it out.
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October 2023 by William L.
We have EIGHT (8) accounts and the first time I called I got, yet again, weak customer support. Let me show you the COMPLACENCY that is so ubiquitous in Customer-Facing staff these days as if we have no examples already...Schwab offers a checking account. I created one online intent to make it a joint account. The option was never offered to make it a joint account this time however, it was previously offered. So I called to speak to a human. Of course, I got a rot that sounded like an old guy and the robot took several minutes of my time offering options that do not apply. Finally, I got a guy who identified himself by first name. I explained that I needed help making the checking account JOINT. Then he suddenly gets sassy and refuses to help. He stated that HE does not deal with Checking accounts and that HE only deals with brokerage accounts. He said so if on a high horse - his concern was himself and he made it very clear that I had mistakenly entered his space and that I was consuming his time unnecessarily. Gee, thanks Scwab...me being a new customer and all. Then he went silent. Okay....so I asked the guy if he could help me, I'm looking to reach the right people.The guy then resets as if we have never spoken and asks me what I need today. I just took the time to carefully and cordially explain why I called and what the desired outcome is. This CUSTOMER-SUPPORT guy would not transfer me or give me contact info that would help me achieve the stated goal of turning a checking account into a joint account. Why are BANKS so FREQUENTLY dumping on customers when they call for help? Why can I not get a customer service rep who shows interest in customer service - HELPING OTHERS?Why is it so darn hard for businesses to train their staff to provide basic support by being proactive and simply volunteering the phone number I needed, or transferring me as appropriate, as opposed to throwing a hand in the customer's face and telling them, 'yeah, not my area, see ya" - Essentially 'No, I don't care to help you". It's not, it's not that hard. We've all had good service we know what it looks like, so why are bottom-level managers having such a hard time holding staff accountable for under-performance which negatively affects the business?It's every day that customer-facing staff overtly show signs of not giving a hoot about the employment agreements, understanding customers, or proactively addressing their needs. I LEFT another bank to go to Schwab because their staff also acted like this. How many banks do I have to taste-test to get BASIC CUSTOMER SERVICE? Every bank says they are different. No bank has shown that they truly are.Commonality: Not how recently many banks have been acquired by another company. Each time, the fallout is unfathomably frustrating for the thousands of customers they inflict this upon daily in the name of eventual profit increases and higher returns for stakeholders that do not use Schwab.
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September 2023 by ken Chance
I was with AMERITRADE and got taken over by schwab. Had issue, young boy was not helpful so i called back and got answers i needed. Tried to log in today 9/6 and got "call this #" and was told i would have to go to branch to have account unlocked. So now i will go and get unlocked and yes, remove money from schwab.
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July 2023 by Michael Mathieson
This is primarily a discount online brokerage and they do a fantastic job at it. It is super convenient they have a local office and they are very helpful at the office. This is not a private banking or investment operation with tons of fees and if you are looking for an investment advisor to call you back immediately then I suspect they have one for you to execute your trades and manage your account for a fee just like any other regular brokerage, but otherwise that is not what they do so I don't think it is fair to be so critical of a great online brokerage when most of their online competitors don't even have an office.
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June 2023 by Katie Goulet
Started off with an investment account with them and now have checking and savings with them too. NOTE: You can deposit checks into your investment account at this location, but not into your checking/savings. If you want it in your Schwab bank account, just deposit it into your investment account, and then you can transfer it yourself online afterward.I think their website is easy to use; you can do a lot on your own with trades, research, message with a question, etc. (if that's your preference)Checking and savings have higher interest rates than any brick-and-mortar national banking chain and better than several credit unions and more regional banks I looked at too.I like that you get automatically reimbursed for ATM fees when using your Schwab bank card. The free checks I got with the checking account don't have the duplicate carbon copies, which is weird, but they were free, and I don't write many checks anyway.
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June 2023 by Carl W.
schwab ignored my complaints for weeks until i went to better bbbthen suddenly they decided to issue check to me but still did not own their responsibility
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April 2023 by Lawrence
Excellent service and knowledgeable staff.
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March 2023 by Tim W
Explored the idea of account here. Too rude, unintelligible. ..Naaa
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January 2023 by Dee Martinez
Absolutely horrible to do any business with them. I’ve had over 7 calls with their retirement call center and nobody seems to know what’s going on. Inaccurate information on each call, and a different answer from each of them over 3 weeks all for a withdrawal. Their website says 5-7 business days. It’s been three weeks.
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October 2022 by LaTasha Currie
I’ve tried calling at several different times but no one seems to ever answer the phone within the branch which forces you to have to visit the office. A bit annoying.
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July 2022 by Throwaway Soldier
Ripping investors off since 2015
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June 2022 by Ryan Burns
I was in and out of this branch with a resolution that exceeded my expectations within 3 minutes of entering. Great customer service and excellent expertise in navigating banking systems even outside of the Schwab infrastructure (intrabank transactions and 401k regulatory insights). This reminded me why I bank with Schwab for my most important accounts.
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September 2021 by Elle R.
I can't tell you how awful it is trying to a person at this branch! Awful service! Fidelity is looking better all of the time! Get your acts together please! You need us as much as we once needed you....
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May 2021 by Peter Mathieson
Moved assets from Morgan Stanley, left a message for my advisor to call me on Monday and never heard back. It’s now Friday and I’ve left multiple messages for the branch manager to call me back and I’ve still not heard anything. When I call the branch it now just rolls over to a national line service center who can’t answer any questions. Simply unacceptable!!!
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May 2021 by raymond alvarado
Investing is a breeze, anyone needs?to find out how well it works should email me!!
