Morgan Stevenson

Review of Charles Schwab and Co., Inc. (...

have never had any bank or finance company of any ...

have never had any bank or finance company of any sort hang up on me since the 30+ years ago when I first opened a checking account, until today. After my experience attempting to open an IRA account here, if the choice were to either invest with Schwab or not at all, I would not invest at all. The impression I got was basically, we are BIG and you are small, f-u - NEXT! But if that's how you feel about the incremental client then why even bother selling "slices?" I would be scared if I had to put my money here. It was also a turn off being asked for external banking account login credentials (which were reluctantly provided and something I now regret having done). Their website was also less intuitive to use than I was expecting/hoping for from a company that has 3.25T under management.