Charles Schwab offers excellent service and support at its locations, with staff members who are friendly, knowledgeable, and efficient. Customers appreciate the quick assistance in setting up accounts and handling transactions, such as retirement account rollovers. The Tulsa office is noted for its convenience and the prompt help from team members who effectively resolve issues. Clients express confidence in their financial consultants, who are approachable and keep them informed about their accounts. Overall, Charles Schwab is recognized for its commitment to customer satisfaction and reliable financial planning services.
Very hard to deal with. Stay away from the client relationship specialist Amy Workman!!
August 2026
Their online brokerage account has a lot of issues. It is riddled with bugs and as a result it makes online trading via mobile phone and laptop problematic at times. The interest rate for idle money is less than 1%. I am starting to switch over to Fidelity whose cash management account is about 3.5%.
March 2026
Wyatt Weaver was incredibly helpful and seemed to have my best interests in mind. Explained the processes in a way that made sense and made every step easy! Very appreciated
