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December 2023 by Russell Deck
Schwab is completely incompetent. It has been next to impossible to initiate a RMD from a retirement account. I’ve talked to 11 different people at this point. Trust me… just use someone else for your investment needs.
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October 2023 by George Palmer
I went there with a question about my online orders and the question was answered quickly and the representative even walked me through the answer to the problem.
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May 2023 by Jim M.
After sitting in their office for over an hour, signing and filling out paperwork,I keep getting emails from an out-a-state location, telling me there's a problem, or not having paperwork previously furnished , or signatures /initials are needed. Drip, Drip, Drip....
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April 2023 by Jo Anne Johnson
Mike was very helpful and was able to answer all my questions.
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March 2023 by Braven Dyer
Great meeting with a VP.
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October 2022 by clippy fn
Great experience, and the representative was Great.
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June 2022 by Jack Thrash
Great service low price can’t be beat!
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May 2022 by JustJojo
I printed a form to open a savings account with Charles Schwab, the staff working that day didn't help.
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May 2021 by R Somers
My Bank is open, why not you guys!! I just want to drop off a form. You may as well shut this place down, useless.
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May 2021 by Terry Judah
Handles our business effectively, and professionally. Nice to see the office open again.
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June 2020 by Courtney Nelson
DO NOT BOTHER WITH THIS COMPANY! We tried to get help with our money through this company but they kept giving us the run around . So now we are being evicted. They say they will step in and help when we need it but they don't. I put in my paper the apartment gave me but it wasnt enough for them.
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June 2020 by David Parker
This is a solid Schwab.
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June 2018 by Jerry AlMufleh
CHARLES SCHWAB ARE CROOKS! DO NOT USE THEM.THEY WILL TALE YOUR MONEY, CLOSE YOUR ACCOUNT AND FORCE YOU TO PURCHASE A $500 CERTIFICATE TO KEEP WHATS ALREADY YOURS!!!!!!!!!!!!!!!!THEY GIVE NO EXPLANATION AS THEY BLANKET THE CAUSE UNDER " A BUSINESS DECISION", LEAVING YPU WITH HARDSHIP.GOOGLE IT (CLOSED ACCOUNT AS A BUSINESS DECISION), YOULL SEE
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June 2017 by llad
I have had difficulty liquidating my late wife's substantial account through this firm. I was named as the sole beneficiary of the account and after contacting and visiting their offices in order to facilitate this request, they proceeded to force me to open an account with them for tax reasons.I filled out several lengthy forms and mailed them in. After a couple of weeks, I was subsequently contacted by a vice president, who asked me to come in and visit with him about where to place my investments in the account. He apparently, knew nothing about my request for liquidation. When I informed him that i wanted it closed, he abruptly cut off the phone conversation.Two more weeks went by and nothing happened.I finally called over the their offices again and was informed that the people processing the request did not know I had opened an account and had not done anything. .To date, Charles Schwab has stalled closing my wife's account for over a month.I am not a happy camper.
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June 2017 by Koenig Dcoy
This is a financial institution. They have zero atm fees for a reason. They don't carry any currency in their institution, but will allow you to deposit via money order, check or free transfer and you are refunded a credit at the end of the month for any fee charged for using an atm that charges. No international atm fees so if you're studying abroad, or vacationing outside the US, this is a must!!!
