Charles Schwab - Bellevue (WA)

5 /5 Peter Pecora: Had to transfer some stock certificates, and the staff at the Bellevue office were terrific to work with. They carefully reviewed the forms and noted where there was missing information. And then Jasmine and Cassidy quickly finalized the packet so it could be sent in that days overnight mail. The short-term parking and validated longer term parking makes it easy to go to their office. Highly recommend this very professional team!

5 /5 Jeff Hansen: Super helpful staff, friendly staff. Helped me check and scan my solo 401k setup paperwork. I wish they made this easier to do online via a digital form that checked fields while you fill it out, but o well.

2 /5 Karen H: Mixed experiences. Raised from 1 star to 2 stars, maybe headed higher. After some investigation, I was told by two guys named Zach on the Schwab general line to go to the Bellevue office to submit an application for an account. The Zachs also told me that the Bellevue office should be able to print out the filled-in PDF application form. They said that I could make an appointment, and mentioned that I should talk to someone named Bonnie Tran. Here are the 3-strikes issues that I had with the local office: 1) When I rang up the local number for the Bellevue office to make an appointment, I was routed again to a national phone line, not to someone in Bellevue. The national person told me that I did not need an appointment and that they would print the form. No chance to schedule a meeting with Bonnie Tran. 2) The next day before going in to the Bellevue office I called the local number again and tried very hard to talk to someone there to confirm all. I was routed to a guy in Texas, and even he could not figure out any way to talk to someone in the Bellevue office. He was skeptical about how much help the Bellevue office was going to be with printing this form. 3) I went to the Bellevue office that day and they refused to print my copy of their application form. My husband uses Fidelity and the Fidelity office in nearby Tukwila has printed out needed forms for him. Dont expect customer service from the local Schwab office for anything out of the ordinary. I also have an account with Fidelity and I recommend Fidelity, including Fidelitys local Bellevue office which I have visited in the past. However - later there were some things that I liked. Will adjust my review based on future experiences.

1 /5 Cherrie Lee: Call the Bellevue Branch today and wanted to get an idea of their customer service because TD Ameritrade will be merging into Charles Schwab this year. Totally disappointed. Maybe its time to shop around other brokerage bank.

5 /5 Jake Berdine: Ive been continually impressed with the quality and professionalism of the entire staff at the Bellevue Schwab location, from the front desk, to Channer (investment consultant), to Mike (one of their senior advisors), the team has been excellent.