Client Reviews for Schwab (Unknown)
Schwab (Unknown)
Average Client Rating:
4.2
Rating breakdown 472 reviews
5 Stars
269
4 Stars
112
3 Stars
41
2 Stars
21
1 Star
29
(472 client reviews) 472
Customer Service:
4.3
out of
5
Investment help and guidance:
3.7
out of
5
Fees and commissions:
4.1
out of
5
Website features:
4.2
out of
5
41047287%of clients would recommend this account to a friend.
Among clients that submitted published reviews
See important information at bottom of page
Among clients that submitted published reviews
Review 461 for (Unknown)
Overall Rating:
Written by: Anonymous
Date:01/05/2011
Age:Over 55
Investment Experience:Experienced
This customer did not provide a text review.
I would recommend this to a friend.
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0points
0out of 0found this review helpful.
Review 462 for (Unknown)
Learning how to invest
Overall Rating:
Written by: RookieInvestor
Date:01/05/2011
Location: Sacramento, CA
Age:35-55
Investment Experience:Beginner
Fairly easy to use so far but I haven't taken the time to learn everything because it is confusing to navigate through everything. For me, something like a university training program would be great. Where there is a list of the different courses according to my desired level of education. I could see an outline of each course and then have some kind of comprehension test before I can advance to the next level. I would like to be more confident on how to invest.
Response from Charles SchwabBy Schwab Moderator, Client Reviews, 05/26/2011
Thanks for your feedback. We don't have online tutorials with tests, but local branchs often conduct in-branch seminars about a particular topic. You can find a workshop in your area at https://events.schwab.com/workshops/live
I would recommend this to a friend.
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Review 463 for (Unknown)
Self Management of IRA Accounts
Overall Rating:
Written by: suzeep
Date:01/05/2011
Location: Charleston SC
Age:Over 55
Investment Experience:Intermediate
IRA accounts are like a garden -- with time and attention to detail -- and mindful of problems that can crop up -- investments and flowers will grow.
I would recommend this to a friend.
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0out of 0found this review helpful.
Review 464 for (Unknown)
Managing your IRA
Overall Rating:
Written by: KStork
Date:01/05/2011
Location: Houston, TX
Age:Over 55
Investment Experience:Experienced
Managing your Schwab IRA couldn't be easier but you have to do your homework. Schwab provides a lot of useful tools but you have to make the decisions where to invest and what to sell at the right time.
I would recommend this to a friend.
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0points
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Review 465 for (Unknown)
why schwab ira
Overall Rating:
Written by: hamlet
Date:01/05/2011
Location: milwaukee wi
Age:Over 55
Investment Experience:Intermediate
we have had our various accts at schwab for several years. all our contacts and arrangements are handled flawlessly we appreciate all aspects of our relationship with schwab
I would recommend this to a friend.
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0points
0out of 0found this review helpful.
Review 466 for (Unknown)
happyaboutmoney
Overall Rating:
Written by: Financialsense
Date:01/05/2011
Location: Denver Co
Age:Over 55
Investment Experience:Experienced
I just have to say I'm really happy with Schwab. They have a great website that make it easy to find the best, low-cost mutual funds as well as trade stocks. I am able to do most tasks on my own but there are also Schwab Financial reps there a phone call away for any help needed.
I would recommend this to a friend.
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0points
0out of 0found this review helpful.
Review 467 for (Unknown)
Overall Rating:
Written by: Anonymous
Date:01/05/2011
This customer did not provide a text review.
I would recommend this to a friend.
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0points
0out of 0found this review helpful.
Review 468 for (Unknown)
satisfied
Overall Rating:
Written by: pitch
Date:01/05/2011
Location: Sedona, Az.
Age:Over 55
Investment Experience:Intermediate
Since retiring I rolled over most of my account into a Schwab IRA account. Except for interest paid on I have been completely satisfied with your service. I do almost everything on line but some times I have a question and have been completely satisfied with your service.
This yr was my first RMD yr and I transfered some stock from my IRA account to my regular account. Filled out the form and in doing so discovered that I didn't have to sell the stock and you figured out how many shares to transfer and did it in a couple of days of receiving the form that you sent me, thanks. My accounts aren't big but you have treated them well.
This yr was my first RMD yr and I transfered some stock from my IRA account to my regular account. Filled out the form and in doing so discovered that I didn't have to sell the stock and you figured out how many shares to transfer and did it in a couple of days of receiving the form that you sent me, thanks. My accounts aren't big but you have treated them well.
I would recommend this to a friend.
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0points
0out of 0found this review helpful.
Review 469 for (Unknown)
IRA account
Overall Rating:
Written by: BarryIra
Date:01/05/2011
Location: Virginia Beach, VA
Age:35-55
Investment Experience:Intermediate
I have had an IRA account at Schwab for a very long time and have always been pleased with the service and the pricing. I recently converted my IRA to a Roth IRA, and did that online without any trouble.
I would recommend this to a friend.
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+1point
1out of 1found this review helpful.
Review 470 for (Unknown)
IRA Expreiences
Overall Rating:
Written by: comfyretirement
Date:01/05/2011
Location: Springfield, N.J.
Age:Over 55
Investment Experience:Experienced
My IRA accounts have been with Schwab for many years . I do almost all my own trading and research but when I have had a question I have not hesitated to ask my rep. for advice. I have never had a problem with my accounts and my monthly withdrawals have never been late.. It is very easy to set up preferences for my accounts.
I would recommend this to a friend.
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-1point
0out of 1found this review helpful.