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Message
Charles Schwab opinions/advice
Posted on 3/12/12 at 5:55 pm
Posted on 3/12/12 at 5:55 pm
Starting a RothIRA soon and was thinking about going through Schwab. Would go ahead and open a brokerage account through the same place I open the Roth.
Also any drawbacks to doing your checking account/savings account through them as well?
Not quite sure what I need to be looking at to make sure they are right for me. I know I don't want a lot of random maintenance fees that maybe some other places wouldn't charge.
So basically anyone have any good/bad experiences with Schwab or maybe other places that would be good to look at as well.
Also any drawbacks to doing your checking account/savings account through them as well?
Not quite sure what I need to be looking at to make sure they are right for me. I know I don't want a lot of random maintenance fees that maybe some other places wouldn't charge.
So basically anyone have any good/bad experiences with Schwab or maybe other places that would be good to look at as well.
4
Posted on 3/12/12 at 6:07 pm to TexasTigah
I have my checking, Roth, 401, and mortgage with them. About the only thing I don't have is my HELOC. I've been a very satisfied Schwab customer for 20 years.
A big plus is that their customer service is top-notch. You can call 24/7 and some cheery person whose first language is English will pick up the phone and will competently answer pretty much whatever question you have.
The basic arrangement is that you establish a brokerage account that is linked to a checking account. Schwab Bank has no B&M facilities near me, but I can deposit to the brokerage account directly and then transfer it free wherever I want. There is also a Schwab phone app you can use to make deposits so you don't have to even leave home to deposit a check.
Fund offerings are very comprehensive. The website and online bill pay work nicely, and it all plays well with Quicken.
Highly recommended, and no I am not an employee or relative of one.
A big plus is that their customer service is top-notch. You can call 24/7 and some cheery person whose first language is English will pick up the phone and will competently answer pretty much whatever question you have.
The basic arrangement is that you establish a brokerage account that is linked to a checking account. Schwab Bank has no B&M facilities near me, but I can deposit to the brokerage account directly and then transfer it free wherever I want. There is also a Schwab phone app you can use to make deposits so you don't have to even leave home to deposit a check.
Fund offerings are very comprehensive. The website and online bill pay work nicely, and it all plays well with Quicken.
Highly recommended, and no I am not an employee or relative of one.
Posted on 3/12/12 at 8:21 pm to TexasTigah
I have: Checking/Brokerage/SEP IRA
Nothing but pleased with them.
ETA: And the reason I went to CS was Foshizzle's previous endorsements and raves about their features such as mobile deposit and ATM fee reimbursement (which is not unique to them, but still awesome).
Nothing but pleased with them.
ETA: And the reason I went to CS was Foshizzle's previous endorsements and raves about their features such as mobile deposit and ATM fee reimbursement (which is not unique to them, but still awesome).
This post was edited on 3/12/12 at 8:23 pm
Posted on 3/12/12 at 8:30 pm to foshizzle
quote:
A big plus is that their customer service is top-notch. You can call 24/7 and some cheery person whose first language is English will pick up the phone and will competently answer pretty much whatever question you have.
That is gold to me. That's what I like about my chase credit card. They have an all American English speakers line for their "premium" cards but will help you for any card. I call about my Amazon card. Talked to them in Springfield, MO and Jacksonville, FL. So nice.
Useful site that gave me that secret was gethuman.com
Posted on 3/13/12 at 2:19 pm to wegotdatwood
Thanks for the replies. I'm leaning towards going with them.
Posted on 3/13/12 at 4:35 pm to TexasTigah
I just switched to Schwab for a brokerage account a few months ago. I have been very pleased thus far.
This is 100% correct. They are always friendly.
quote:
A big plus is that their customer service is top-notch. You can call 24/7 and some cheery person whose first language is English will pick up the phone and will competently answer pretty much whatever question you have
This is 100% correct. They are always friendly.
Posted on 3/13/12 at 7:52 pm to TexasTigah
I've been with Schwab for 20 years; have 2 Roths, a SEP, an IRA, regular brokerage, checking, and had a credit card until they sold that to BOA. I'm quite satisfied with their products, fees, and customer service.
Posted on 3/13/12 at 9:16 pm to TexasTigah
I think Schwab is the best big bank out there....
Customer service phone line might be the best in the planet too.
Customer service phone line might be the best in the planet too.
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