Charles Schwab

👍 95%

Share your experiences with Charles Schwab

Tell us what you like and dislike about Charles Schwab. Help others make more informed decisions based on your insights.
E

Emily H 👍

Pros

Accessible and mobile friendly. I can access details on the go and get high level takeaways as I don’t have a ton of time to spend on my portfolio. Straightforward and was relatively easy to use with no prior knowledge!

Cons

Some functions or features of the platform are cumbersome and can be a bit difficult to look at/figure out.
W

Will S 👍

Pros

The research tools offered on their platform are extraordinarily helpful. After even briefly using them I realized how comparatively dumb Robinhood was.

Cons

Some aspects of their website are a little bit dated.
A

Annie V 👍

Pros

Their financial information is what we are looking for, the investment analysis.

Cons

It's very expensive and not really customer friendly.
J

Jeni I 👍

Pros

I can contact at my convenience. Also can discuss current conditions versus political handling of a debt crisis. We have been exploring safe treasuries as well as various types of bonds, which pay good yields and have an A rating, so as not to lose any principal.

Cons

Care as much about small investor as large. Realize a person's age is important in the way you protect their funds.
G

Gregg A 👍

Pros

Keeps me informed so I can at least feel like I’m being responsible with my retirement.

Cons

I’m new to investing and a lot of the info doesn’t make sense.
T

Tiffany J 👍

Pros

Great product that is well known and used by many people. Great customer service.

Cons

The “how to’s” & “what for’s” could be better written out and better explained.
A

Alixia S 👍

Pros

I am secure and comfortable with their advice. I could ask my agent anything and it will be answered.

Cons

I wish it was a cheaper service.
P

Paula T 👍

Pros

Whenever I have a question or do you not understand something fully about my investment all I have to do is call and I can speak with someone who is very knowledgeable and my question is answered.

Cons

Sometimes, when reading investment letters, it can be a little confusing. I wish they were written and language that average people could understand.
P

Patrick K 👎

Pros

Stability, normality, competence. I know who they are and what to expect.

Cons

Staid, dull, lagging behind the tech curve. Lack of mobile options.
S

Susan W 👍

Pros

Easy to use and easy to contact, conveniently located to my home.

Cons

Fees are high sometimes and sometimes there are hidden fees that aren't clearly indicated.

Important Info:

Trading Fee
$4.95 per trade
Minimum Deposit
$0
International Trading
Yes

Charles Schwab

🇺🇸
Charles Schwab offers a wide range of investment advice, products & services, including brokerage & retirement accounts, ETFs.

Finimize’s Commitment:

Finimize is committed to empowering our users to make more informed financial decisions. We care deeply about the quality of reviews and all reviews undergo a thorough review process (read our guidelines here). No company can delete or otherwise censor reviews.