Charles Schwab - Campbell, California

Lawrence Marwong

Went in for some general financial guidance to see if I could get better guidance than the DIY approach I've been doing for the past 25 years. Guidance aligned with my understanding, decided to let one of their third party advisory firms manage some of my retirement funds. Lets see how they do in next 5 years compared to my DIY approach.

Hao

I tried to be a model customer but they didn't allow me. I need to schedule a notary service with Campbell branch. I fill their online form days ahead and provide multiple date/time options. Of course, no response whatsoever. I tried to call instead. The robot phone surprisingly requires me to type their representative's name over the phone in order to speak with someone of the branch. I didn't know anyone in the branch, so the robot hung up. I then tried to call the branch manager based on the information from their website. Of course no one picked up the phone and the manager is "busy visiting other three branches".

Andrea Guillen Kelly

I came in two days in a row seeking help getting money into my new checking account so I could get my debit card and was let down.

I spoke with the same associate both days explaining I needed to expedite getting my new debit card.

On the first day, they were unable to remedy the error the website was giving me when trying to link my external account. Another associate suggested I download the app and use mobile check deposit when I get home as I didn’t have any checks on me. That function in the app did not automatically get approved and said it could take days to be active. They also gave me the paperwork for linking external accounts that I’d need to attach a voided check to but that would take several days as well.

I came in today assuming the branch could process the check into my checking account as the app still would not let me use the check deposit function.

I spoke to the original associate and recapped my needs. I then gave them a substantial check to process. Instead of informing me the money would get deposited and be trapped in my brokerage, she went ahead and did so without telling me the process. I only noticed when the receipt she gave me said the funds would not be available for a week and asked what that was about.

After speaking with several associates on the bank line, I finally learned I could have done a wire online on my external bank’s website the first day of my troubles and would have avoided all this mess. Now I have to wait a week to move the money I intended to have in my checking account. Luckily, the mobile deposit function became active this afternoon and I was able to fund the account in time.

As a new client, this experience at the branch was very off-putting. I wish they would have just referred me to the bank phone line with all of my questions/issues the first time I came in and also recognized that what I was asking for and the transaction I was making did not match.

Tammy Nguyen

The front desk guy is not friendly. He looks & acts cranky. I went in to open an account & wasted almost 2 hours with this guy because he kept guessing on which application for me to fill out. The most frustrating thing is we asked for an advisor/rep & he wouldn’t allow it. He kept insisting on he could help!!! We left without being Being able to open the account. The next day we went to the Fremont branch & within only 5 minutes, it was done! I’ll never go to this Campbell branch again. My husband says this isn’t the first time bad things happen there!

Ram Vem

Drove to Hamilton Ave branch but the note on the door said they are moving to a new location from August. I go to the new location and their offices are nowhere to be found. Today is August 15th. Not good

andrew harrison

I simply tried to make a trade by talking to a representative at Charles schwab and they IMMEDIATELY BLOCKED my account!
Why did this ever happen to me?

Loai Najjar

Great financial help. Wonderful people who have their client interest at heart. Straight forward advice and advice on financial matters.
Higley recommended.
I can call them from overseas and secure emails and free stock purchases and insitful research and newsletters and siminars.
Been with schwab for decades now.
Five stars ?

Mathew Chacko

I couldn’t reach this office via phone and then I decided to actually drive there, and realized that it doesn’t even exist. Very frustrating.