Charles Schwab

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Address: 1262 Boylston St, Floor 1, Chestnut Hill, MA 02467, USA

Phone: (617) 713-3300

Website

State: Massachusetts

City: Brookline

Zip Code: 02467

Opening Hours

Monday: 8:30 AM – 5:00 PM
Tuesday: 8:30 AM – 5:00 PM
Wednesday: 8:30 AM – 5:00 PM
Thursday: 8:30 AM – 5:00 PM
Friday: 8:30 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

I went to the Chestnut Hill Office in early January to remove the "secret password" that I did not know existed until Dec 2017. I brought 3 IDs, signed a form, spoke with someone at corporate. As of 1/28 my account still has the "secret password" I never knew most likely. I'm unsure who made a mess of this simple task. :-(
The other issue, and one probably common to any brokerage, is the push to invest in Windhoven Fund ... that has the low, low management fee of 1%. Sounds good, right? So if your return for a year is 4% the actual fee is 25%; i.e., 4% div by 1%. One "consultant" called over five times, mailed an application, before I called the branch manager to remove him. Solved?
Today, I called about the top issue: removing the password. That "consultant" took my call, he forwarded me to my current "consultant", and left me on hold for five minutes (yes, I was doing other stuff, so I didn't waste time). That previous "consultant" never checked the hold to take a message nor did the phone system allow me to leave a message. So, fire the consultant and fix your phone system, PLEASE!

 7 years ago (29-01-2018)

A bunch of useless frauds: after I set up an ACH on Checking account, I went to this brunch to add more cash. The frontdesk lady suggested me to go the BoA next door for a Bank's check, so by the end of day, my checking account will have enough for clearing. They saw my records, but purposely gave me the wrong advice: 1) the Bank's check went into the Brokerage account, but they could not handle the checking side; 2) they did not tell me the Over-Draft as an option; 3) they could have suggested me to transfer my cash from Brokerage to Checking account. They are greedy (over-draft fees), for their work log, but not helping you to solve your problems!

 8 years ago (28-12-2017)

My COO says it's the best business bank to have an account in the Boston area

 10 years ago (19-10-2015)

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