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Charles Schwab?

Posted on 10/25/18 at 12:19 pm
Posted by AncientTiger
Mississippi- Louisiana - Destin
Member since Sep 2016
1380 posts
Posted on 10/25/18 at 12:19 pm
Leaving Raymond James after 20 years. I no longer feel brokers are needed, since I usually give direction anyway.

Any Charles Schwab negative’s to be aware of?
Posted by baldona
Florida
Member since Feb 2016
20421 posts
Posted on 10/25/18 at 1:06 pm to
I love schwab, fantastic customer service and I've never had any issues in 10 years. I dont have a brick and mortar near me but I like that they have them in bigger cities if you lived in one. Its nice for things like cash deposits or whatever.

No complaints.
Posted by notsince98
KC, MO
Member since Oct 2012
17964 posts
Posted on 10/25/18 at 2:47 pm to
Are you looking into their free, intelligent portfolio service?
Posted by AncientTiger
Mississippi- Louisiana - Destin
Member since Sep 2016
1380 posts
Posted on 10/25/18 at 8:22 pm to
quote:

Are you looking into their free, intelligent portfolio service?


What I am interested in, is to handle my own investments without working through a commissioned broker. I don’t trade often as I am more of a Warren Buffet style investor.
Posted by SloaneRanger
Upper Hurstville
Member since Jan 2014
7661 posts
Posted on 10/25/18 at 10:24 pm to
I like Schwab. You can pair your brokerage with a Schwab checking account, which refunds all ATM fees. Easy to move money back and forth between accounts.
Posted by Calvin Coolidge
Member since Jun 2016
467 posts
Posted on 10/26/18 at 8:17 am to
Been with Schwab for 10 years. Would absolutely recommend them. Research function is unbeatable.
Posted by mach316
Jonesboro, AR
Member since Jul 2012
4774 posts
Posted on 10/26/18 at 6:19 pm to
Been with Schwab for about 5 years. No complaints!
Posted by foshizzle
Washington DC metro
Member since Mar 2008
40599 posts
Posted on 10/27/18 at 6:34 am to
Been with Schwab for 20 years or so and have no plans to leave.
Posted by leoj
Member since Nov 2010
3106 posts
Posted on 10/27/18 at 11:22 am to
Only had my IRA there for a year but I like the platform and the research tools. Also have heard good things about the banking but I’m not moving that over yet.
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