Charles Schwab - Tacoma (WA)

5 /5 D A: Received excellent service from this branch (Tacoma). Friendly person at the front desk completed my transaction accurately and smoothly. Highly recommended.

1 /5 Ed Hanisch: In this unprecedented period of conducting business via telephone, one word “wow”. Yesterday, I presented my application in person at the Tacoma branch to open a simple account. The financial consultant looked at it and stated everything is in order, and will get this account opened ASAP. Received a email from Schwab acct rep from TX stating need verification. Tried to call the consultant in Tacoma that I visited with, but no luck after several attempts.Tried calling that consultant in TX and get someone from Orlando. She stated need copy of drivers license to verify my DOB.That phone call was 40 mins total, because the story has to be re-stated and researched on their end. Why didn’t the Tacoma branch ask to verify when I was at that office in person? Details. There is no continuity in rectifying a small issue. People like to work with the same individual. It’s about developing trust. Not customer friendly when bounced all over the country. Isn’t it fair like to work with the same individual to develop a business relationship especially when investing money?

1 /5 DJ IRINEU: Drove 20 miles and they dont cash checks in this location. Also the atendent was saying I can cash Charles Schwab checks at any another bank ... lack of information?

3 /5 waiyego pearson: Customer service at local offices Seattle & Tacoma very poor. I struggled for days to have my retired funds transferred from IRA to Roth. Found very poor service with their wealth management partner. Was treated like a child no consultation on how my money was going to be invested and why. They sold my hundreds shares of my top tech companies and hundreds of Tesla to put money on such stocks as Campbell soup etc, very low return stocks. I fired them within 2 weeks. Still looking to transfer my money back to fidelity.

1 /5 Brad Nelson: Charles Schwab was more than happy to take my $2,000 to open an account and let me start trading, then I was notified my account was suspended due to credit.(My credit was hurt due to a divorce) This was not margin account, but a cash account. They made me close my positions at a loss and gave me back my money, which I then went to Fidelity, who happily took my money with no problems