I just immigrated to the country, and was treated like a national threat by their customer support line while trying to verify my account. Horrible experience, devastated that I will have to continue working with them as they were selected by my employer. read more

So impressed by the entire intake and online platform experience. I opened an IRA account online with no issue. I called customer service, who was very responsive and they guided me to visit the local branch for a deposit. I got to the Sunnyvale local branch, and the front desk personnel were knowledgeable, quick, and welcoming. They will definitely be keeping my business. read more

Never answer the phone. The reception area is super nice and usually good service in the lobby. Please start answering the phone read more

Protip: When donating money to a charity, consider giving stock. You won't pay taxes on the capital gains, as long as you've held the stock for at least a year. Due to "security" policies, I couldn't perform said transfer from my Schwab account online. I had the option of either filling out a form and faxing it, or visiting a Schwab branch. I chose the latter, but the process turned out to be the same. I filled out a form onsite, and since it had only enough space to list four or so stocks, had to write out all the stocks on a separate sheet of paper. Something about all this felt very backwards. While automatic high-frequency trades happen in nanoseconds on Wall Street, the common man must fill out a form, fax it in, and wait for somebody on the other end to read it and manually type it into their system. At least the clerk here was friendly and helpful, and saved me the time of having to fax the form myself. There are also regularly-held financial workshops here, which is kind of cool; the Schwab website has the complete schedule. read more

Not open yet. My bank (Federal Credit Union) has been open for months. I checked the two Schwab locations nearest me, this being one of them, no joy. Not open period. Come on, are you going to stay closed forever? We need to learn how to live with COVID-19, not shrink from it. I get it, not open to the public. Fine. I'd like to make an appointment then. Oops, can't. This office isn't open at all. Frustrating. read more

The branch itself is just fine. My review is for the Vice President of the branch, Martin Lopez. I was assigned to him after finding out my initial advisor left to another company via a bounce back email saying he didn't work there anymore. Extremely disappointing. Anyway, stay away from him if you actually want to improve your portfolio. After a handful of useless meetings with him, where he was extremely condescending, made comments with regard to my age and current financial status, I drew the straw at my last meeting. Giving him the benefit of the doubt, hoping previous meetings he was just in a bad mood or trying to familiarize himself with the portfolio that had been newly assigned to him, I asked for more help and advice with my portfolio, hoping he would actually be helpful this time. He handed me a brochure about how to manage your portfolio yourself online and more or less told me to figure it out myself. I guess he couldn't be bothered with me since he wasn't going to gain financially from me as a client. I promptly moved to the Los Altos branch, where I found an advisor who went above and beyond for me. read more

I came in having some issues with my account. Alisa (sp?) helped me with patience and courtesy. When dealing with my personal information, she politely asked the customers behind us to give us space. When a client reacted be becoming defiant and angry, Alisa kept a calm demeanor and politely explained the situation. Even though the client was being unnecessarily rude, Alisa kept her integrity. Additionally, she was able to keep her cool with a long line of customers. As someone who also works in the service industry, I appreciate and applaud her customer service. read more

Nice people working. One guy was very sweet to my mom, offering to help her with online log in since she was complaining of having a hard time. Friendly Nice that they have complimentary coffee and sodas. read more

I came in to the branch during my lunch break to talk to somone about my account, there was one other person ahead of me. I noticed that they had beverages for all their customers, so this was a plus. The office was well kept and very professional. After a short wait, I was assisted by Sharon, she was very helpful and answered all my questions. I was there no longer than 5 minutes. read more

This branch is great! Sharon is super helpful and welcoming. She makes coming in pleasant and convenient read more

Service at this location has improved in recent time. The older gentleman at the front is a class act - always friendly and professional. No problems processing deposits and opening new accounts. Would recommend coming at any time except near closing hours - when you are almost always guaranteed to wait. read more

My review is related to James Mei, a financial consultant at this branch. James has been my contact point at Schwab for the past 4-5 years. Despite his title, I found his financial knowledge superficial. However, he is quite responsive to email requests and I like having him deal with the internal go-around at Schwab. This way, I don't need to be on hold on the phone myself. As it doesn't cost me anything to get his service, I went along with it for the past few years. Two things happened in the past month that made me cut the cord: 1. In March, I found out that margin interest was charged on my brokerage account while I still have cash balance in my checking. I asked James if there is some way for me to set up email alert when such situations occur. I would be okay with a simple "no, it can't be done" answer or even "I don't know". Instead, he launched into a whole speech about how this is not his responsibility, and proceed to email me an official description of "his role". To me, it seems that he is more concerned about what is NOT his responsibility rather than what is. 2. In the same conversation, James recommended me to buy a certain Schwab recommended portfolio. I decided to try it out, but as we proceeded to implement, it turned out that Schwab's system prevents my particular type of account to buy that portfolio because it's "unsuitable". This made me really question James' competency. What made it worse was that he then turned 180 degree and started explaining why the portfolio is clearly unsuitable to me. It's as if he never recommended it in the first place... read more

I came in here today to open a Roth IRA account in my wife's name, seeing as it's near the deadline for making contributions for 2013. After talking to one of the specialists, I was informed that the best way to open a Roth IRA account is online, but I can't access my account through any of the computers at the branch. Fair enough.. I sat in the branch and tried to open the Roth IRA account through my phone, only to find out that I could only open the account in my name, not in my wife's name. I approach the desk and ask the receptionist, Sharon, about this, and in a somewhat condescending attitude she explained that of course I couldn't open the Roth in my wife's name because it wasn't her account, even though our account was a joint account. She then mentioned that my wife (and she emphasized not me) can call the 800 number to establish an online login, or if she wanted to come in and fill out some paperwork, Sharon could help her open the account. I guess part of the confusion was the difference between the investment account and the online login account - again, fair enough, but I felt like she really didn't want to be bothered with answering my questions and that she was trying to shoo me away. I sat down again in the reception area, sent my wife some texts about the new development, and then went back to the reception desk to ask some more questions. By now there were two more people in line in front of me. The first gentleman finished his business, and the second man went up to the desk. I'm not sure what he was there to do, but I heard/saw Sharon ask him to step away to finish writing his check (which might've taken an extra 30 seconds) so that she could "help the next person in line", which happened to be me. I wanted to ask about the paperwork (I wasn't sure if it was for the login, or for the Roth account). Again, with a condescending air, while cutting off my questions, she repeated the previous answers, until I was able to ask and clarify that to establish an online login ID, my wife had to call the 800 number, and that the paperwork was only for the Roth account, not for the login. As I explained to her that this was all I needed to clarify, she kept asking me if I needed the 800 number, that she could get that for me. No thanks, Sharon, I don't need the 800 number, I, as a Schwab customer of 15 years, would just like some professional courtesy from the desk representative. I don't like leaving 1-star reviews - as you can see from my profile, I tend to leave 3 stars or more. But the treatment I received from Sharon gave me a headache that lasted for the rest of the day, and it's been a while since I've received such shoddy treatment from a professional institution, thus the 1-star review. read more

I have been a private client at Schwab for many years. As a single woman in a non-financial career, I really value the guidance I get in planning and maintaining my investments. The professional people at the Sunnyvale branch, particularly Scott Gill and Sharon Harken have been extremely helpful in assisting me with anything I need. They are very gracious people I am priledged to do business with. read more

Rude service from VP Martin L. My previous Schwab Account Manager was much more professional and helpful. When he left, they assigned me Martin. During my meetings with Martin, he seemed very impatient and condescending. In one memorable meeting, he wanted to wrap up and before I could even pack up, he left his office and opened the front door of the Sunnyvale Office. He comes off very friendly and family focused, but he really didn't seem sincere in wanting to help me succeed. And yes, he likes to tout how long he's been there. At least for me and my family, it wasn't a good fit. read more

So I have never been to the branch in person but I could not find just an online listing. All my interactions with Charles Schwab online have been perfect! The staff is knowledgable and helpful and will even help you to find a way around the company's own rules (i.e. getting around the $1,000 account limit by ordering free checks). More than statisfied everytime I have called with a question. read more

I've had 2 great advisors who unfortunately left Schwab. I asked for Suki Lee as she was experienced and the only woman left in the Sunnyvale Branch. First she never shared her screen with my acct info as the prior advisors. Then she told me the prior advisors were wrong in their advising with me on how to handle my accts. She would not help me and told me I needed to hire their financial advisor for my not managed accounts that had been with Schwab the whole time. When she asked for my password is when I began doubting her. I knew from my prior advisors this is not done. I had to tell her twice I wasn't going to give it to her. She became rude very quickly and told me we couldn't work together as I didn't trust her. Leading me out she was all smiles in the office but she is all fake. She told me she would have her supervisor call me and that was March 3rd. I am very disappointed and have waited to write a review but I went into Schwab that day happy and came out visible shook. Avoid this person. read more

I have been a client of this Charles Schwab branch for many years. They got very nice, knowledgable, friendly yet very professional people working there. I always feel so welcomed and always get my questions anwered when I go there. read more