Just finished talking with a rep. Question about RMDs, transfers, and taxes. Friendly, clear, concise. I explained my thoughts, and they filled in the blanks. So glad I don't need to go downtown.
Charles Schwab
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the suck. use vanguard can't even get verified when I have a social security number. Vanguard helped me right away and im already funding my IRA.
I have used the Schwab Seattle office since 2018. I have found this branch to be very helpful whenever I have asked for assistance. They made an extensive effort a few years ago to help me...
Difficult customer service! If you can navigate your account without assistance or explanation then maybe Charles Schwab is just fine for you. Otherwise, good luck getting much help. Took forever...
Strongly suggest people not use Charles Schwab. I received a letter from Charles Schwab notifying me that "per the terms of our agreement" they were terminating my account. No reason given. When I...
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