Charles Schwab - Spokane (WA)

2 /5 Ron Prewitt: With promises of extra services and opportunities, the team at the Spokane office convinced me they were worth the fees charged for Wealth Management. Without devulging details, lets just say this program is not worth the cost. They actually dont have a Wealth Advisor on staff locally and in my case was assigned a person based in Phoenix. Its hard to build a relationship with someone 1,000 miles away. If you need a true Wealth Advisor, find a company that is truly local.

1 /5 Jill Bolton: Terrible customer service. I set up retirement accounts for my employees through Schwab. At set up, they offered help whenever we needed it. Calls to the company for this help, however, usually resulted in a referral to their website links or their 1-800 number. Contributions we sent in monthly for over a year, stopped going through and Schwab said nothing and could not bother to pick up the phone to alert us to this irregularity. Rob Kuharski, our account manager offerred to make up for this negligence by meeting with the whole office in person. He then cancelled last minute because he was concerned it might snow in the Pacific Northwest! Attempts to escalate our concerns met dead ends as we were not big enough for them to care. If you are an individual or small business without enormous net worth, expect to receive terrible or no service from the Spokane Charles Schwab branch.

1 /5 Alisan: I have had a very bad experience with charles schwab and an aupair who earns a stipend of $200 per week . It took me so much time to save my little peanuts only for them to lock me out of my account .I went to the bank for verification every time I wanted to make transfers even local transfers , then asked for them to discard ny account and give me my money back. Now it feels like they enjoy talking to me because i have to call every day asking for my money and all they tell you is nothing positive . Was i not enough for the verification ?? Was my passport and id not enough for you to know that its not a fraud or anything Im so disappointed and I wouldn’t recommend anyone to use this bank

5 /5 PJ R’man: We have moved ALL our accounts--brokerage, retirement, HSA--to Schwab in the last few years. Most recently, we moved a brokerage account from E*Trade/Morgan Stanley. ETrade/MS was impossibly frustrating and has taken TWO WEEKS to give me my money (still pending) and charged two very large fees while they were at it, one from our existing account AND one from our NEW account with Schwab. Why two fees? Im sure ETrade/Morgan Stanley splits them in order to hide them since I only found them among the downloaded transactions I happened to capture before they locked me out and the description on one of them was just "Brokerage to brokerage fund transfer." NOT COOL. I called Schwab for help in figuring out what the other firm was doing and if it was really legal, and Schwab REFUNDED BOTH FEES to us! Amazing. Schwab has real people to help us by phone 24 hours a day, every day of the year--REAL HUMANS. They are extremely helpful and, dare I say, show compassion and ethics. What a concept. I cant say the same for ETrade / Morgan Stanley. So, to recap: I highly recommend Schwab and DO NOT RECOMMEND EVER E*Trade NOR MORGAN STANLEY for your money!

1 /5 Ge Ge: Kicked me out for no reason a security guard approached me who looked like a construction worker named Shane. I also, wanted to get my money out of this branch and wasnt able to. They talked to me saying I couldnt stay their because customers information could be stolen which is a crazy acquisition because I would never do that.