Charles Schwab used to have a reputation for a customer first attitude. Apparently, that went into the trash with their acquisition of TD Ameritrade. Wanting to meet with them to deal with my existing accounts and open one with my daughter, I attempted to schedule an appointment. I used their online appointment request form a week ahead of my desired date. Although promised a 1-2 business day response, I never heard from anyone. So, the day before I wanted to meet, I attempted to call the office in Washington State where I was planning to go. My call ended up with a nice man in Tampa instead. He helped as much as he could and sent a message to the office I was trying to reach, asking them to contact me. They did not do that, and I had to cancel my plans with my daughter. I still have not heard back from them. I think they were not prepared for the huge increase in customers due to their acquisition of Ameritrade, especially after closing many offices over the past four years. Hopefully, the lawsuit to unwind this merger will succeed, but a resolution to that suit will still be years away. Meanwhile, I am shopping for a new place for my investments, because I can no longer trust Schwab to act in any competent manner. read more