July 2024
Had to drop off a check for a rollover IRA. Everyone was professional and friendly. The experience went well.
March 2024
Quick, friendly and insightful … a very pleasant experience depositing a roll over check from fidelity into my Schwab account
May 2021
Charles Schwab company purchased TDAmeritrade I am with TD. TD had local branches for customers to use when needed. The two companies have not completely intergraded yet, but Schwab closed most of the TD branches. So far I don't care for the way they are going about the merger or the lack of communication with the customers.
