Charles Schwab: I just opened a rollover IRA with Schwab and th...
A Charles Schwab customer review by GetHuman user ~jane l from November 2nd, 2017
Background on ~jane l's case
GetHuman: ~jane l - can you tell our other Charles Schwab customers when your case took place?
~jane l: Yeah. It was afternoon, on October 24th.
GetHuman: Did you reach out to Charles Schwab, and if so, how?
GetHuman: And which of these common Charles Schwab customer issues best describes the reason you wanted to talk to them?
(Shows ~jane l a list of common Charles Schwab problems)
~jane l: "Question" was why I was trying to call.
~jane l's review of Charles Schwab customer service
GetHuman: So how would you sum up your experience for GetHuman's Charles Schwab customer community? We'll censor any IDs, numbers, or codes and any inappropriate words here out of respect to the millions of other customers using this resource.
~jane l: I just opened a rollover IRA with Schwab and the CSR was incredibly friendly and informative. He even answered questions I didn't know I wanted to ask!! So far so good, I will recommend Schwab to others because of their amazing service and assistance.
GetHuman: Let's quantify your experience contacting Charles Schwab. On a scale of 1 to 5, how easy is it go get help on a Charles Schwab problem?
~jane l: I'd give them a four out of five for ease of finding your way to help.
GetHuman: What about quality of communication. How would you rate that on a 1 to 5 scale?
~jane l: I'd give them a three out of five on communication.
GetHuman: And what about Charles Schwab's ability to quickly and effectively address your problem?
~jane l: For that I would say five out of five.
GetHuman: And finally- any advice for other Charles Schwab customers?
~jane l: Call them early in the day or late. Don't forget any personal or account information you might need for Charles Schwab to know who you are.
GetHuman: Well there you have it. Some useful feedback and words from ~jane l taken from his Charles Schwab customer service problem that occurred on October 24th, 2017.