About 6 years ago Schwab blocked me from accessing my online brokerage account for unspecified reasons. So I opened a brokerage account with TD Ameritrade. But now that Schwab has purchased TD Ameritrade, my TD Ameritrade account will be transferred to Schwab which means I will be blocked once again from online trading. I called Schwab and they said they cannot guarantee I will have online access to my Schwab account once my TD Ameritrade account transfers over despite being a TD Ameritrade client in good standing for 6 years. read more

Difficult if not impossible to meet with a person unless you are initially opening an account. Also phone calls leisurely returned. You get the impression of the Wizard of oz behind a curtain when you go into their office. Lots of empty cubicles. Have gotten conflicting information. Their online forms come with lots of problems and don't seem to accomplish what they seem to promise. Been trying for 10 days now to get a straight answer. Speaking to someone finally about misinformation, was told...well he's new. Is that an excuse? very disapointed with my experience with them read more

Carrie was so helpful. I had to go there twice due to a mistake maybe on both my part and the part of a worker from another location. I could have misunderstood and maybe the explanation wasn't the best. Either way Carrie helped me out and got everything fixed. I think it took 3 hours the first day and a week later was super easy. They seemed to be short staffed so make sure you have an appointment. I didn't and the second time I tried to call to make an appointment but no one picked up the phone. So I just went in super early and had no issues. Parking is easy and plenty of them. read more

I live close by and I pass businesses on Fulton Ave on my daily walks. For the past year the leaf blowers employed by Charles Schwab have been harassing me. It upsets them that I do not wave hello when I pass so they began to blow leaves in my direction when they see me coming intentionally, they became disgruntled because I pass daily without saying hello. During the corona-virus is when they choose to do this, when keeping 6 feet distance is making everyone feel safe and healthy. I'm also often on the phone, or listening to music, their behavior is very odd, they are supposed to be working and focused. I began crossing the street so that I could feel safe and pass in peace, and one of the men on several occasions will cross the street to heal his wounded ego, and let me know that he knows that I've crossed the street because of him. This behavior has happened upwards of 10 times this past year and it has got to stop. It happens to me almost any day I pass on this block in the morning at the Charles Schwab. The men are intimidating and larger than me. It feels terrible to have large men who remember me from the last time I passed on this street angry with me and retaliatory at 7 o'clock in the morning. It makes the businesses look insane. The workers from the landscaping companies must be spoken to immediately. I am not required to say "hello". I have a boyfriend who would not like it if I did this, I also have a life and am generally not especially social, and certainly not with the leaf blowers at 7:00 in the morning in front of Charles Schwab. Its such a nice block to walk on, I hope this is taken care of immediately. read more

Charles Schwab - Banks & Credit Unions Near Me - Sacramento, California

Beware. My father was a client for 20 years. It has been more than 18 months since he died and schwab keeps coming up with reasons why they are refusing to distribute funds. Also, they have held his money captive and it has dropped more than 20%. read more

Used their website to open a new online account. Even stopped by their local office to deposit a check to fund the online account. Then, they blocked access to my online account. That was 5 days ago. I have call every day to resolve the issue. Same run-around every day I call in. My recommendation, choose another online broker. The customer service at Schwab is sub-par. read more

Good - Friendly Staff easy to open up an account. They do not judge you. ATM usage is free. They even refund you ATM fees imposed by ATM owners worldwide. Bad - Deposits take 4 business days to post read more

First time with Charles Schwab and I was very impressed from the beginning. Very nice team of staff and made it easy to get my account funded and very welcoming. Front lobby area comfortable and nice. Excited to start trading with them. Thanks read more

Jay Kim is my Schwab consultant and had been for many years. He is great and easy to talk with and explains things very clearly. He is very accommodating to his clients also. He was invaluable to me when I was trying to decide whether I could retire or not. Took a lot of time to work through all the numbers of my required income and retirement savings. I highly recommend Jay Kim! read more

I would love to be able to give more stars but it's hard to trust Schwab when they use so many loopholes to screw over their clients. Part of my experience with them so far for the past 2 years: 1. Opened an account and wasn't given the opening gratuity of $500 plus 500 commission-free trades. I opened a new one and still didn't get anything. This seems to be one of their biggest customer complaints. They lure customers in then tell you the gratuity is on its way in a month or so, stall more time due to "human/computer error", and by the time you finally get on their tail about the issue they claim "too much time has passed". 2. They charge you interest during the weekend on loans but don't give you interest in the same manner. How do they get away with that? I asked a rep and he didn't have an answer. 3. They charge $8 when buying and selling trades plus a commission. So, they're charging commission on trades they don't help you with - not even on getting the best price - then they charge more commission just for the hell of it. I'm sorry but if I'm not being helped in any way I don't see why I should pay a commission fee. My advise to all my family who also wanted to open a brokerage account was to go to Fidelity and stay the hell away from Schwab. read more

Jay Kim was a bit Condescending. It seemed because I brought my Mother to change the account to her Trust, that nobody really wanted to help us. He did help but raised his voice as to us when we asked questions. It was not a money making proposition to them so they were not as kind as if I brought them money to invest. read more

This is not about a particular branch. This is about my overall Charles Schwab experience. If there was an online/telephone choice, I'd leave my review on that. I had an account for a year with Charles Schwab. I specifically asked to be able to do options trading. I am a bit of a conservative trader so it was a year later that I decided to buy stock options for a once-in-a-lifetime opportunity. Low and behold, my account was at a level that didn't allow me to trade standard call and put options. Schwab has 4 different levels and my approval level didn't give me the ability to. I was told by multiple reps that I needed to fax in a new application with the higher level request. I didn't have access to a fax. On my own a couple days later, I discovered I could do this online. I requested the higher options level (for what* should* be allowed on a basic options account) kept calling every couple of days with each rep saying "it's in review but I will expedite it; it takes about 2 days". A week later I get an email survey so I put down my dissatisfaction. I get a call and I am finally approved for the level I was seeking, with an apology, and a choice between free trades and $50.. A few weeks later, last night, I decided to do an option trade. I am told I was not approved for that level and never was. I sent an email showing I was approved. Then I am told "you were approved but downgraded 2 days later". WHOA!!!! This is now 2 out of 2 times Schwab has tied my hands on a very time sensitive trade! I was told it was because of my dissatisfaction. Note, I was in Northern California and was dealing with the famous fire over here for a week so I was not "peaches and cream" during the first attempt to trade options. I was told it was "very unfortunate that happened to you but because of it you are going to be 'punished' for 6 months, when you call ask for a review again." Holy smokes! If they want to punish me for being upset, fine. But the fact that my account was downgraded a 2nd time and NO HEADS UP was given to let me know is just unbelievable. Imagine thinking you are set up to trade time sensitive options and to learn that your account was downgraded and you were never informed. That is NOT RIGHT!! Unless you are a perhaps a millionaire, you and your money means nothing to them. read more