Needs improvement
Schwab makes It difficult and laborious to complete trading. Learn from Fidelity. I can place single and fractional share with ease and in one steps. Why do I have to go to a different page for a stock slide? Upgrade your system and make it easier. Also, seems every time there is a major market correction their servers and software can’t handle the traffic. I only have employer money with Schwab. No way I would use them with personal money.
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Exceptional Service
My company utilizes Schwab retirement services and I enjoy the benefits and superb service for over 20 years .I always get the best advice and support from the experienced representative when making retirement financial decisions . Thanks for always putting customers first .
I like the customization of dashboard under gear icon and free virtual coaching
The SER (Schwab Equity Rating) performance pdf is 22 years of data, linear, high quality, and transparent at the top right hand side of each stock research page. The “learn” tab and thematic investing pages are awesome. I like the customization of dashboard under gear icon and free virtual coaching with TOS (ThinkorSwim)reps. I have both Schwab and TOS apps on my phone and use the same user id/pw. I scheduled a TOS virtual coaching session with my Local branch. -Cheers!
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