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Bellevue, WA

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Online Trading Academy Seattle

3.3 (16 reviews)
Closed • 9:00 am - 5:30 pm

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Review Highlights - Online Trading Academy Seattle

“The classroom has the modern technology that you need as a trader.”

Mentioned in 2 reviews

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Ameriprise Financial Advisors

Ameriprise Financial Advisors

(6 reviews)

It all depends upon who your financial advisor is. We transferred our account to go with our superb…read moreadvisor. The 3 is because the app is good but they send out multiple corrected 1099's every year instead of waiting for all the reclassifications to be done - I'd give our advisor a 5, but not necessarily Ameriprise.

I believe they have now moved to Kirkland, but DO NOT sign on to work with Uddin, Label & Tinker. I…read morespecifically worked with Ian Tinker and had a terrible experience. Ameriprise has a lot of sales-y materials they make you fill out up front to define your "dream" but then they never actually make any good recommendations about your actual finances. Ian told me he wasn't there to sell, but what was the first thing he actually "recommended"? Ameriprise life insurance. Even though I'd already told him I get plenty through work. Guess who gets the commissions... After several months of silence, during which my accounts completely broke because of their website "upgrades", I finally decided to consider the $1K fee lost, and save my money while I could. Of course, closing the account wouldn't be an Ameriprise experience without them severely messing that up too. They double charged me for overdraft protection because they didn't close my account in time, cut me a check for the wrong amount because of more "technical glitches" and are now asking me to pay them back. Best part of this? Ian didn't even call me himself. He passed me off to someone in their "customer service" department. Gee, I wouldn't think Ameriprise would even have one of those. So do yourself and your money a favor - find someone else to give you financial advice. I bet a UW student could do better than these guys and they'd probably be a lot less full of themselves.

Charles Schwab

Charles Schwab

(10 reviews)

Nick K. wins gold stars in providing the best customer service. He is knowledgeable and went above…read moreand beyond to help me on my requests. I called a couple minutes before 5pm trying to see if I could reach someone with the expectation that my issues might take a few days to resolve based on my experience with other schwab branches. Lucky for me, I got Nick! He took no time to take care of 1 of the requests that I spent time over phone with someone else but couldn't get it resolved before I reached Nick. The 2nd request was more complicated and needed research. Instead of putting it off, which was completely understandable since it was already the end of the office hour, Nick was mindful of an up coming due date that I was facing. He promised to get back to me by the end of the day. He kept his promise even though it meant that he had to work late. He went the extra mile to ensure the best service he could provide and got that request resolved in order for me to meet my due date. The Bellevue branch was the first Schwab branch I worked with when we first started our business with the company many years ago. Nick reminded me of the first Bellevue branch rep that helped us back then. The excellent service provided by both the first rep and Nick is why we have been staying with schwab for all those years. Thank you, Nick! I highly recommend this branch.

Customer service is beyond incompetent. My financial advisor said they cannot help me with doing a…read moreRoth Conversion. I contacted the main customer support line several times throughout Oct-Dec. Not one mentioned there is a December 1st deadline!! The last one gave me the number to Retirement Services. I asked about where to put my account numbers on the forms. She said nothing. I decided to check the forms again and found it. No customer service at all. If the Conversion is not processed will be closing the account and moving it elsewhere.

Online Trading Academy Seattle - investing - Updated October 2026

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