Charles Schwab
Read all reviews for Charles Schwab →
Schwab incompetence
Went to schwab 4 months ago still waiting for a managed account, still waiting on asset orders to be completed, so far 600k is sitting in cash at schwab, no help, broken promises, lies, may have lost esop and 401k nua and cost basis by them moving to a ira.lost my dividends I use to get direct deposited, they put our self funder annuity in a ira....told that may be a issue later. Is this a issue for finra and sec? Or just normal customer service from schwab...they do have my money now.