Charles Schwab

Apr 2023

I wanted to open an account as we have an upcoming trip to Italy and several people recommended Charles Schwab for ease of currency withdrawls and savings on the foreign transaction fees. It seemed that the people at the front desk wanted me to open my account myself, which I guess I could have done, but not being tech savvy, was hoping they could do for me (or at least help me). I had hoped to open a joint account, but since I did not know my husbands SSN, assumed I could open a single account and then bring home the paperwork to add him and mail back in. They kept telling me that I could do this myself at home if I had a computer…seriously, it felt a little condescending,...read full review

Apr 2023

I wanted to open an account as we have an upcoming trip to Italy and several people recommended Charles Schwab for ease of currency withdrawls and savings on the foreign transaction fees. It seemed that the people at the front desk wanted me to open my account myself, which I guess I could have done, but not being tech savvy, was hoping they could do for me (or at least help me). I had hoped to open a joint account, but since I did not know my husbands SSN, assumed I could open a single account and then bring home the paperwork to add him and mail back in. They kept telling me that I could do this myself at home if I had a computer…seriously, it felt a little condescending,...read full review

Jun 2019

With them several years. Anything on the internet works smoothly and rates for trades and services are excellent.Personal financial consultant probably really ok if you are a high end investor.