Randy T

Aug 2, 2025

I have had a fabulous experience after…

I have had a fabulous experience after switching from TD Ameritrade to Schwab and I'm a little perplexed about the challenges described by some others. I have a solid investment team that I speak with regularly. There is always someone available and they are very helpful. I get good advice and have had no problems withdrawing cash when I want it. There are a couple of opportunities for improvement such as automating money market withdrawals to fund monthly IRA disbursements. But, that is getting pretty specific and the work around isn't unreasonable. I would like a few more trade options as well, but this is still much better than what is offered by most brokerage companies and 401(k) options. I am reluctant to give anyone a five-star review unless I know they are the best. In this case, I don't know of anyone better or I would take my five accounts elsewhere.