Schwab One Brokerage Account Reviews

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Finds Schwab customer service excellent but the lack of automatic cash sweep means money market funds must be sold, delaying stock purchases by a day.

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Uses Schwab alongside Fidelity and Robinhood and finds Schwab's 24-hour customer service far better.

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Likes thinkorswim on web and phone, finding it very easy for rolling options, but must buy a money market fund manually to earn interest.

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Rates Schwab the best of Schwab, Vanguard and Fidelity for service, products and fees, with a responsive rep who does not pitch products.

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Calls Schwab's customer service the best of any product they have used, with seven years and zero issues.

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Funding from Wise by ACH was cancelled, so they had Schwab customer service set up a direct debit from Wise instead, which worked after filling out a form.

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Finds Schwab financial consultants decent, using theirs to route questions to the right department and help negotiate fees.

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Keeps most money at Schwab with some at Fidelity and finds moving assets between them easy online with no fees.

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Notes that buying Irish-domiciled ETFs through Schwab International requires calling the global desk and paying a per-trade fee, though they still prefer Schwab to IBKR.

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Uses Schwab for limited margin in a Roth IRA, extended-hours order entry and Zelle, while preferring Fidelity's nightly cash sweep.

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Moves money in and out of a money market fund daily around purchases in their Schwab IRAs without fees and finds Schwab chat support great.

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Has never had a problem with Schwab as a long-term holder and is happy with it after liking TD fine.

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Says sale prices often print below the day's low, with explanations that don't satisfy, and the trading page was down at the open.

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Is irritated that Schwab only automates mutual funds, forcing weekly manual ETF purchases, so keeps investments at Fidelity while doing research at Schwab.

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Finds Schwab far behind on basic features such as automatic purchases and a performance-by-asset chart.

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Says Schwab has top-tier customer service and would call them to walk through a transfer.

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Has had nothing but good experiences, including chat support that talked them through a backdoor Roth.

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Has been with Schwab for over 15 years with consistently great customer service experiences.

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Dropped Vanguard and Fidelity over service and says Schwab hands down has the best customer service.

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Moved Vanguard mutual funds to Schwab without trouble, and Schwab reimbursed the exit fee charged by the previous firm.