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December 2024 by Matt Malcore
I drove from Green Bay to the Appleton branch on 9/27 for one reason, to get old statements from a TD Ameritrade account that closed shortly before the merger. I drove to the branch and told them what I needed. They made some calls and told me the were working on it and would send them to me in the mail. I waited a month, nothing. I called their support line on 10/28 and explained the request again. The person confirmed the account numbers and told me I would have the statements 10-15 business days later. It is now 12/10 and I haven't seen anything. As of now I've spent a few hours on the phone, and took a half day off work to drive all the way to Appleton for these, and I've never received anything I requested. I would not do business with Charles Schwab again based on my experience.
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July 2024 by Mi Web
The app is now garbage. I was also just frozen out of my account after asking support for help. I can not truly expression my frustration without cursing but you can use your imagination. I will be driving to this location to close out my account as that what has to be done now. JC
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May 2022 by Gary S
David Dudek has been our advisor for many years, and we are constantly grateful for his expertise, diligence and pro-active assistance. We consider him our trusted partner for our financial security now and for the future. He is certainly an asset to the entire Charles Schwab organization and, specifically, the Appleton office.
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January 2022 by NexGenRecon
Called and asked if OTC market is free to trade and next thing you know I got $50 fee for a trade on OTC saying it's foreign.
Update: they called me back and worked with me. Thank you Charles schwab
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October 2021 by EGLDsavvy
Called and asked if OTC market is free to trade and next thing you know I got $50 fee for a trade on OTC saying it's foreign.Update: they called me back and worked with me. Thank you Charles schwab
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April 2021 by GOGUYGO
Called and asked if OTC market is free to trade and next thing you know I got $50 fee for a trade on OTC saying it's foreign.Update: they called me back and worked with me. Thank you Charles schwab
