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Schwab One Brokerage Account is rated 4.0 out of 5 by 677.
Rated 5 out of 5 by from Best of the brokerage choices! I have used Schwab since 2004, then partial transfer to another brokerage due to a large sum of cash offering and free trades which wasn't bad, but had problems with the associated bank and a deposit with the brokerage which they did not honor. Tried another one of the big 3 which was not bad but expensive and lacked some very basic features. Also tried the other big brokerage Schwab mainly competes with and was not great at all. Low amount you could withdraw per day from ATM and website was confusing in my opinion, Finally came back to Schwab full time (never stopped using but was #2 brokerage for me) and could not be happier with their total package. If you are thinking of using them, do it! If you are thinking of leaving, grass is not always greener as I found out over a few years! No plans what so ever to use anyone else again! Schwab is the place to be! Using bank & investment account + IRA all in 1 place which makes life really easy! Customer service 2nd to none! Schwab does need few items however. An Income estimator - for dividend investors this is key & 3 other large competitors do have this feature which is essential! Schwab you need to get up to speed with income estimator/tracker! Schwab could also show if you own a security & amount when doing research on their site. Another item could be a better portfolio X-Ray tool like Morning Star or another company offering for your full portfolio review. Sad to see the QPP going away too!
Date published: 2019-02-25
Rated 3 out of 5 by from Poor graphics and information I understand that Money Guide Pro is available to Schwab advisor accounts. It should be available to all accounts or at least to those who have over 500K. I can go to Portfolio Equalizer online and obtain all kinds of graphics. Furthermore Schwab is lacking in reportable format of the performance of each account. No I am not talking about 1-3-5-10 and life of account numbers I am addressing each account information broken out for each year by account. So what did I make in that account last year (independent) information for each account. You need to do more for the long term investor who is not using a paid advisor.
Date published: 2019-02-17
Rated 3 out of 5 by from Meets Requirements but can be Improved Website should allow viewing of all securities in all accounts in one screen. Currently have to review by acct or security type. Also should allow saving of layout preferences, and should allow to bid on bonds by setting limit prices, not just at ask price
Date published: 2019-02-17
Rated 5 out of 5 by from
Date published: 2019-02-14
Rated 5 out of 5 by from Schwab is #1 Whatever I need, they’re always there to accommodate my family & myself
Date published: 2019-02-14
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Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.