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.
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.
S

Sandeep K 👍

Pros

The website is easy to follow, and change allocations.

Cons

Allocation of fund takes a long time.
F

Farhat J 👍

Pros

They’ve kept me updated on changes to my plans and rolling over funds to holding accounts. I think they truly value retaining their customers.

Cons

They could improve the authentication process for change of address, this is very cumbersome.

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.

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