Charles Schwab
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I have several accounts with Charles…
I have several accounts with Charles Schwab. My spouse passed away and I am trying to process the necessary paperwork to gain control of these accounts. I was assigned a specialist who I spoke with. SEVERAL times, I have tried to provide the necessary documents needed to resolve this. I have NEVER received more horrible customer service. I have left several messages with the specialist assigned to the account. Her voicemail states that a return call would take 3-5 business days. I even made an appointment which took a week to solidify. No one called me for an appointment. I found out that the person who was to call me was out of the office for the day. I had to call back again and spoke with someone who had to "send a message" to the management team to call me back. No call back as of yet.