The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services. Its broker-dealer subsidiary, Charles Schwab & Co., Inc., offers investment services and products, including Schwab brokerage accounts. The banking subsidiary, Charles Schwab Bank, provides deposit and lending services and products. Customers have praised the company's excellent service, with one reviewer highlighting the responsive and supportive assistance from a Client Relations Specialist, and another commending the exemplary service and attention to requests at the Boise branch.
The front desk employees make the experience very fun! They’re incredibly friendly and helpful.
April 2026
Josh helped me transfer my Roth IRA over to Schwab this afternoons, couldn't have asked for a better experience. Truly a seamless and professional experience.
April 2026
They were very helpful and got my accounts sorted out quickly. Not sure who the front desk was when the rest of the reviews were written but the front desk lady I spoke with was very kind and helpful.
