Charles Schwab CA, Woodland Hills

Charles Schwab Reviews

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  Charles Schwab online and customer service over the phone are great my experience with this location is way below expectation - I called 5 times today nobody answered directly from the branch was transferred to the customer service number and provided me great info for what I needed. I went to the branch to deposit a rollover check - she (old lady) just assumed it was a normal deposit since one of the checks was a small rollover amount then noticed the huge check and that’s the time she asked if it’s a rollover I said yes and it’s written on the check signature section that it was a rollover and I told her the Info is there - why would I hand you over a rollover statement with checks if you don’t bother reviewing the document what it is - the location is empty what’s the rush?! You don’t close not until the next hour or so. I get it it’s hard to deal with people all day but Atleast do your job right. Now I had to process a recategorization of a small amount of Roth online because she blamed me that I did not mention it was a rollover because it’s a small amount well you didn’t ask or even bother to read the statements or info I gave you. This is why I hate dealing with people at branches Atleast hire some people that actually want to help with a smile not as if you bothered them for doing their job. Definitely not recommend this location.