Charles Schwab — Local services in Dallas

Every time I call Schwab I always get excellent customer service. The representatives are knowledgeable and polite.

However, I went in to deposit a rollover check to this branch and the white guy who sits in the office to the left of the front counter, was a jerk, and that’s the nicest way to put it. The ladies at be counter were all busy when I arrived and even though he wasn’t doing anything and actually looked over at me it wasn’t until 10 minutes later when one of the ladies at the front counter asked him to deposit my check, that he actually greeted me.

I asked if Schwab was going to change the process and allow rollover deposits through the mobile app because having to drive all the way over here is a nightmare and other brokerage allow mobile deposits for rollovers. He said I should take my check to a different brokerage. I most definitely would have if it hadn’t already been made out to Schwab. Then he asked for my ID and tried to avoid depositing my check; if I’d mailed in my check would I have had to mail in my ID? I definitely do want to switch to another brokerage now because if I’m forced to go to an actual branch and on top of that I have to deal with people like him that hate customers and prefer to sit there and just pretend to be busy why would I want to stay with Schwab? Hopefully I can change the next rollover check prior to it being cut so I don’t have to worry about a repeat of...

USAA transferred it's retirement and investment accounts to Charles Schwab a few years back. I received a few phone calls at that time but did not need any assistance.

Currently my wife and I are attempting to roll some retirement accounts into our rollover IRA with Schwab. I was able to get assistance to open the accounts, however 2 of our former employers require forms to be completed by a representative of Schwab. Despite several phone calls and attempts to reach someone at the office, I have not been able to schedule an appointment to get this taken done.

I am very sorry USAA ever switched to Schwab, it appears Schwab only cares for those with large investments and does not have any respect...

Enjoyed the experience at first a year ago when I opened my account. However, I've been trying to get a hold of someone at this branch for more than 4 days, and have left 2 messages...no response. Now trying to work through the central call in center, and have been told that someone will get back to me in 1 - 2 business days. These response times are unacceptable for anyone that is trying to manage their money in a dynamic market.

Update: The response below is the only response I have received to date, which is for me to call back into the call center. Maybe take the initiative and reach out to me....IDK sounds crazy huh? Now going on 6 days...