We called a day prior to our visit to Schwab in order to have any needed documentation related to the reason for the visit. The information we were given was very helpful and accurate so that our needs were met in short order the next day. Austin, who handled our needs, was friendly, competent, and efficient.
January 2023
Dealt with my upgrades to options trading quickly. Too bad it can't all be done online though.
May 2020
Schwab makes investing easy with their low (or nonexistent) fees and great 24/7 customer service.