Charles Schwab Broadway, Tacoma

Customer service at local offices Seattle & Tacoma very poor. I struggled for days to have my retired funds transferred from IRA to Roth. Found very poor service with their wealth management partner. Was treated like a child no consultation on how my money was going to be invested and why. They sold my hundreds shares of my top tech companies and hundreds of Tesla to put money on such stocks as Campbell soup etc, very low return stocks. I fired them within 2 weeks. Still looking to transfer my money back to fidelity.

In this unprecedented period of conducting business via telephone, one word “wow”. Yesterday, I presented my application in person at the Tacoma branch to open a simple account. The financial consultant looked at it and stated everything is in order, and will get this account opened ASAP. Received a email from Schwab acct rep from TX stating need verification. Tried to call the consultant in Tacoma that I visited with, but no luck after several attempts.Tried calling that consultant in TX and get someone from Orlando. She stated need copy of drivers license to verify my DOB.That phone call was 40 mins total, because the story has to be re-stated and researched on their end. Why didn’t the Tacoma branch ask to verify when I was at that office in person? Details. There is no continuity in rectifying a small issue. People like to work with the same individual. It’s about developing trust. Not customer friendly when bounced all over the country. Isn’t it fair like to work with the same individual to develop a business relationship especially when investing money?

Charles Schwab was more than happy to take my $2,000 to open an account and let me start trading, then I was notified my account was suspended due to credit.(My credit was hurt due to a divorce) This was not margin account, but a cash account. They made me close my positions at a loss and gave me back my money, which I then went to Fidelity, who happily took my money with no problems

The service was excellent. Their environment was relaxed, not rushed. Best experience I have had with banking.

Schwab are crooks. They repeatedly lock my account then unlock and lock again. I sent $3,000 and they locked my account after. They are fraudsters and crooks. Buyer beware!

CONSUMERS BEWARE! Aiding in identity theft! Charles Schwab came up on a report that I pulled showing that they pulled my credit without my permission in an attempt to open account for someone who was clearly not me. I do not know what their practices are to verifying someone's identity however they are clearly LACKING! Their office at 101 Montgomery St, San Francisco, CA 94104 is listed as "Permanently Closed" currently which is where this occurred. Not surprising!

Very disappointed. Opened an upper 6 figure account about a month ago which I transferred from vanguard. Customer service is very disappointing. I thought dealing with a local office would be much easier. Unfortunately I was wrong. Very unresponsive to calls and messages. Now looking for another option to switch my accounts to that will be more customer friendly. Pat F

Terrible customer service. They literally NEVER answer their phone. On top of that they blatantly avoided my customer questions and appointment when I worked around their schedule. I had to deal with the Bellevue office instead because these guys were so incompetent. I wish a zero star was a possible option because they have earned it.

I go to Charles Schwab to fund my accounts. I like going in to pay as it gives me time to look around and see the operation and it's nice.

Great staff, we have delt with Schwab for almodt 40 years, and this office is as good as any we have delt with.