+1 818-971-7400
https://client.schwab.com/public/branchlocator/branchdetails.aspx
College savings-related financial consulting, Corporate finance consulting, Estate planning, Financial planning, General investment consulting, Investment advising, Real estate investment consulting, Retirement savings consulting, Tax planning,
Show MoreCharles Schwab Reviews
C
C.S. S.1Totally suck. Opened an “Intelligent” Portfolio, an algorithm based automatic investor, when I asked for a normal self selected SEP IRA, and of course it lost $5000 within a day, and they never paid me back for their error, and instead of undoing the trades they transferred all of their as strategies into the new portfolio so I could eat the fees of their mistake. This after it took them 6 weeks to put the stuff into the right account which I opened a day after learning of their mistake! They refused to freeze the account so it would stop losing money. Beware the “Intelligent” Portfolios, like Wells Fargo, they’re filling quotas. And go to Fidelity. These are a bunch of a-h0les who abide by the Call Center Accountability principle which states that: no one can ever be at fault or to blame if you never speak to the same person twice. Here’s to hoping they’re the next Lehman Bros! REPLY: Don’t think I will. Basically after dealing with the “Intelligent Portfolio” people and the Normal Schwab, I’m left with you guys stealing $5k, me paying all the fees to sell off your terrible investments in order to just get back to my 100% cash holdings so I can start my investment strategy over. Again. Sans the money you thieves stole. Thanks again tho! Really! Let us know when ya need the next bailout!
Response from the ownerHi Shane. We are sorry to hear this. We appreciate you taking the time to explain your negative experience. Please call the Schwab Intelligent Portfolio team at 855-694-5208 if you would like to discuss this matter in greater detail.
Personal Loans in Your Area of Encino
- Financial planner
- Mortgage lender
- Mortgage lender
- Mortgage lender
FAQs
1. How Can I Contact Charles Schwab?
You can give them a phone call through this phone number +1 818-971-7400. You can also enter their official site and fill out the application form online.3. What Services Can I Find In Charles Schwab?
Charles Schwab provides you with plenty of loan services which include: '- College savings-related financial consulting
- Corporate finance consulting
- Estate planning
- Financial planning
- General investment consulting
5. Is Charles Schwab an Agency or a Lender?
Charles Schwab is a Financial consultant. To make your lending process hassle-free, we get you connected with a wide range of reputed lenders over the internet. You can secure a small personal loan as quick as 24 hours.
2. What Is the Location Of Charles Schwab? How Can I Get There?
Charles Schwab is situated at 16000 Ventura Blvd Ste 1105, Encino, CA 91436, United States. You may check out the map and identify the fastest route to access it.4. What Are the Steps to Get a Loan at Charles Schwab?
To apply for a cash loan, you can enter their official site and fill out the application form online. If you are looking for payday loans over the internet, you can turn to our website for more details.6. What to Do if I Can Not Repay My Loan?
Simply have a talk with your lender if you are struggling with the monthly payments. Different lenders have different policies of overdue payment. Remember to check out carefully before signing any loan agreement.7. Does Charles Schwab Offer Loans for Bad Credit?
Yes, but if you want to higher your chances of getting approved, we can help you out! Just visit our website to get long term installment loans even with bad credit.