My investment changed hands and is now part of Charles Schwab. I came in to get my married name updated on the account and to get access to my new account. They processed the name change request. They attempted to set up an online account for me, but after a half hour of issues, they realized they misspelled my name in the username. So after numerous temporary passwords given to me, we discovered the username was wrong and my account got locked. I realized half way through the encounter the lady helping me put glasses on, so then I worried if she typed in my previous information properly. I still am locked out, but I'll call the mainline or drive to another location for help. read more

If you care about your money do not go here!!! Highly recommend the office in Brookfield though Very unprofessional and rude experience. Came in for a so called "easy" issue after some time passed, I heard nothing so I reached out to the Brookfield corporate office who were more than helpful at resolving the issue. Where as I did not get a follow up from the Mequon office even in the time frame it took to get everything handled. If you get Robert Lindner expect to be treated poorly and receive witty remarks if you are on the younger side of investors. read more

I highly advise against using Charles Schwab. Kevin Gerard is the Branch Manager of the Mequon location and honestly, he could not care less about you. Schwab in general does not care about your funds and does not care if they make mistakes in handling your funds. Our father's estate was terribly mishandled and they justified a $60,000 loss by saying we did not request a form to transfer IRA money. Here is the most insane part of this... they will honor the form if we request it, but they cannot offer that form. They told us we had to ask for a form, we knew nothing about. How do we request a form we are unaware of? Because of this small detail, we are out $60,000. Schwab does not care about you or your funds. Our family has been with them for decades and we were ignored. You always know they are wrong when they ignore you. It's plain and simple... truthful, honest financial advisors are out in the open and transparent. Others, like Schwab that cost us $60,000 hide behind double talk and excuses. read more

We are long time customers of Schwab. We deposited a $5,176 check at the counter in Mequon months ago and realized last week that this branch never deposited the money to our account even though the money was taken out of the check writer's account! After missing a deadline that Kevin (branch manager) gave us to find our money, he has the nerve to tell us that we shouldn't be upset or concerned about the missing funds. BTW, it turns out that the clerk working the counter the day our check was deposited is the manager's daughter!! This is possibly the worst customer service or worse for a financial company. STEER CLEAR of this branch and Kevin Gerard. read more