Showed up at opening time without an appointment with my IRA account application all filled out and three minutes later after proofreading they indicated it looked good and everything would be updated in the system within 24 to 48 hours. Friendly service a convenient location. It was the easiest thing I did all day. read more

11/1/2023 thinkorswim Charles Schwab & Co., Inc. https://www.schwab.com/contact-us 877-519-1403 This is a review for a stock trading platform which I just installed and compared with my previous platform called StreetSmart Edge (SSE), also provided by Schwab. This has gotta be a first review and I hope it will be relevant to somebody, I could have used this information. thinkorswim (TOS) is a powerful, feature filled and customizable equity trading platform that is in many ways superior to StreetSmart Edge. Trades are easy to setup from multiple places and very intuitive with lots of options available. Charting appears to be at least as equivalent to SSE with apparently many more studies available. I was able to replicate my SSE chart setups quickly. The MarketWatch Calendar is an excellent feature where you can display the dates for earnings releases, dividend ex-dates and other stuff. I had to create individual manual notes for these in SSE, a real time saver. However it does lack some key features that SSE has; the ability to display the daily change in account value (so you know how you did that day), the ability to execute a sell order using specified lots (for tax purposes, however you can still do this with Schwab.com) and the ability to display top holdings for funds and ETFs in Fundamentals. There are some minor quirks like being able to retain the number of days when displaying account information (it always defaults to 1 day when switching menus). TOS takes a little getting used to time because it is so customizable and will take at least a few days of work to get it the way you want it to look and work. Service has been excellent through the chat support feature with very helpful and responsive agents. When I first ran it, I was thinking of going back to SSE but after a little use I really like it and not going back to SSE. read more

Charles Schwab - Calendar - Investing Near Me - Los Altos, California

Drop my checking application today at Los Altos office. Joe at front desk extremely helpful and help me through my forms with detail. Appreciate all his time and professional service! read more

I've been a client at the Los Altos office for more than ten years. I've been very fortunate to have Michael Evans as my financial adviser. Mike has gained my confidence and trust, by consistently providing me with good, unbiased advice. Mike is very responsive, always returns my emails and phone messages in a timely manner, and makes himself available for an in-office consultation. read more

Started my new job since last December and also started a new 401k account with the new company. Came into this branch, since it's close to home, and talked to the representative about rolling over my old 401k to the new account. The representative was confused and asked if I was trying to cash out my 401k and deposit into my individual trading account..... I mean, are you serious? Especially when I stated I want to roll my old 401k to a new 401k account with a new company..... Why in the world would I want to cash out my 401k and get a 35% penalties and 20%+ federal income tax on it???? After dumb down the vocabulary and using easier terms then the representative was like, oh, we don't touch any 401k plans.... You will need to call the Charles Schwab 401k Plan hotline to get this resolve.... I mean... when you heard rolling 401k why didn't you tell me that to begin with but wasting my time? May be Charles Schwab need more TRAINING with their BRANCH EMPLOYEES since they are so CLUELESS. Not Recommending people to talk to the branch representative cause they are clueless and you are probably wasting your time to try to get an answer from them. read more

I have been investing with Charles Schwab for 35 years, I was very happy until my last advisor moved about 6 years ago with no warning. I then went in search of an advisor at Schwab in the Los Altos/Palo Alto area. Surprisingly I went through three trail advisors at Schwab that were not a good fit for me at all. I found them to be uninterested and condescending, I felt they did not respect me as a female investor. Just when I was ready to give up on Schwab, I had the good fortune to meet Kevin Kruchko. He has consistently given me good advice about investments without pushing me into anything. He respects that I am the investor actively handling my husband's and my accounts, the other advisors wanted to interact only with my husband. Kevin has been so easy to work with. Whenever I have a question or concern he gets right back to me. When I've asked him to give information to my accountant, he does it without a problem. He has given very personalized service,I wish all of the financial advisors would respect women investors like he does. read more

I'm so glad I moved to Schwab from BoA! I came by this location to deposit a check and file some paperwork. My account was locked for some reason, but the representatives both on location and on the phone were so helpful and nice when they helped me sort everything out. It's a strange thing not dreading it when I need to deal with a bank. This location is not super close. There are tons of BoA ATMs and branches that are closer. But with free ATM withdrawals, a convenient mobile app and great customer service, I'm happy to drive a little further to go to Schwab on the rare occasion I need to visit a location. read more

This Charles Schwab office is Los Altos is very organized and well-run. I met with financial advisory Ashman Murti. Ash is the real thing. He knows what he is doing and willing to give real substantive advice. I spoke with him the day before my visit, and when I arrived he had all the paperwork ready for me to sign. Great customer service! We also discuss making adjustment to my portfolio. He is knowledgeable about the market and truly interested in the art of investing, unlike the other Schwab advisers that I had dealt with at the Sunnyvale branch over the past two years. Last year I was at the Sunnyvale branch, and the financial advisory I met with could not even properly handle a simple IRA conversion. I will be going back to the Los Altos branch in the future. read more

OMG, These people are a train wreck. I had seven accounts with them. About two weeks ago I set about to get some of MY money out of one of MY accounts. I finally got it TODAY. Last Friday I spent over four hours on the phone with Schwab, being transferred from one department to another, and "my issue" was constantly being "escalated", which is Schwab's insider term for "passing the buck to someone else, who won't accomplish anything either." After four hours on the phone with one department, then another, then back, etc., we finally got it worked out. They were to have a check for me to pick up this (Monday) morning. When I went in to the branch, the check was incorrectly made out and was useless. I spent another couple of hours, and finally around noon I got the check that was first requested nearly two weeks ago. Spare yourself the brain damage. Run, don't walk, the other way. Go to Fidelity, or anywhere but Schwab. By the way, do you want to check what I am saying - try phoning this branch to speak to a LIVE human being. No such luck. You will only talk to recorders. The humans, if any there are, don't have time to talk to a lowbrow schlub like you. Just a hideous experience. I am moving ALL of my accounts elsewhere, damn the tax consequences. I won't do business with these bumbling idiots. read more

Wow! I have always heard that Charles Schwab was premium customer service, investing experience, etc. I am in the process of moving my accounts from another bank and have simply been trying to set up an appointment with the Los Altos office for a consult as I live in Los Altos, and for three days now not a single person answered the phone nor was there an answering machine. Trying to get through to the 800 number to help me was a horrible wait time so I am giving up. read more