June 2026
Same as everyone else. My funds are stuck in limbo after my 3rd request out
May 2026
They won’t let me put money back into the Schwab account and their proprietary investment system won’t let me buy most stocks. And they are charging me 0.1% for me to manage my own investors? BS
April 2026
Zero stars. Staff are completely incompetent. Cannot complete simple transactions. Tried without success to roll funds into a new HSA account. Read the rest of the reviews. This place is unbelievably horrible. Avoid at all costs.
