CB Banks Charles Schwab & Co. Online account creation nightmare

Charles Schwab & Co. Reviews and Complaints

Charles Schwab & Co. review: Online account creation nightmare

Ziggy305 of Rockledge, US

Jul 28, 2025 12:39 pm EDT

Verified customer

Featured review

Online account creation nightmare.
Their first foot forward has turned into a trip & fall. I went online to create a brokerage account first before I move my IRA accounts there. During this process it tells you to confirm 2 agreements, I read the fine print, asterisks notes etc. So I get no surprises & that's where the lawyers put the surprises. They want you to just click through & NOT actually read them. Now to penalize me for reading the program timed me out (I believe it was under 2 minutes but?) Ok now my account is now in the digital abiss, 2 phone calls & now the answer I get is they will email me documents, I have to print them, fill them all out & mail them back of drop them off at the nearest office 25 miles away to get an account started. Now should I even do it? It has me thinking if no one on the phone has enough security to delete all my info and just let me start over why should I trust them with a dollar, let alone half a million?

Claimed loss: An account?

Desired outcome: They fix their s*** or get people on the phone who can hit some keys and fix something like this rather than making a customer jump through hoops.

Confidential Information Hidden: This section contains confidential information visible to verified Charles Schwab & Co. representatives only. If you are affiliated with Charles Schwab & Co., please claim your business to access these details.

0 comments

Add a comment

Charles Schwab & Co. - Charles Schwab 5

Resolved

Charles Schwab & Co. - Bad service 10

Resolved

Charles Schwab & Co. - Scam 1

Resolved

Charles Schwab & Co. - We are not your service team

Resolved

Charles Schwab & Co. - fiduciary irresponsibility

Charles Schwab & Co. - Brokerage account

Charles Schwab & Co. - IRA rollover delay

Charles Schwab & Co. - Holding my Money Hostage 3

Charles Schwab & Co. - Resolution team

Charles Schwab & Co. - Incompetent document handling

View all Charles Schwab & Co. reviews and complaints

Charles Schwab & Co. Contacts

Charles Schwab & Co. phone numbers

+1 (800) 435-4000

Click up if you have successfully reached Charles Schwab & Co. by calling +1 (800) 435-4000 phone number 0 0 users reported that they have successfully reached Charles Schwab & Co. by calling +1 (800) 435-4000 phone number Click down if you have unsuccessfully reached Charles Schwab & Co. by calling +1 (800) 435-4000 phone number 0 0 users reported that they have UNsuccessfully reached Charles Schwab & Co. by calling +1 (800) 435-4000 phone number

Customer Service

+1 (866) 855-9102

Click up if you have successfully reached Charles Schwab & Co. by calling +1 (866) 855-9102 phone number 0 0 users reported that they have successfully reached Charles Schwab & Co. by calling +1 (866) 855-9102 phone number Click down if you have unsuccessfully reached Charles Schwab & Co. by calling +1 (866) 855-9102 phone number 0 0 users reported that they have UNsuccessfully reached Charles Schwab & Co. by calling +1 (866) 855-9102 phone number

Customer Service

+1 (415) 667-8400

Click up if you have successfully reached Charles Schwab & Co. by calling +1 (415) 667-8400 phone number 0 0 users reported that they have successfully reached Charles Schwab & Co. by calling +1 (415) 667-8400 phone number Click down if you have unsuccessfully reached Charles Schwab & Co. by calling +1 (415) 667-8400 phone number 0 0 users reported that they have UNsuccessfully reached Charles Schwab & Co. by calling +1 (415) 667-8400 phone number

International

+1 (855) 694-5208

Click up if you have successfully reached Charles Schwab & Co. by calling +1 (855) 694-5208 phone number 0 0 users reported that they have successfully reached Charles Schwab & Co. by calling +1 (855) 694-5208 phone number Click down if you have unsuccessfully reached Charles Schwab & Co. by calling +1 (855) 694-5208 phone number 0 0 users reported that they have UNsuccessfully reached Charles Schwab & Co. by calling +1 (855) 694-5208 phone number

Intelligent Portfolios

+1 (888) 403-9000

Click up if you have successfully reached Charles Schwab & Co. by calling +1 (888) 403-9000 phone number 0 0 users reported that they have successfully reached Charles Schwab & Co. by calling +1 (888) 403-9000 phone number Click down if you have unsuccessfully reached Charles Schwab & Co. by calling +1 (888) 403-9000 phone number 0 0 users reported that they have UNsuccessfully reached Charles Schwab & Co. by calling +1 (888) 403-9000 phone number

Schwab Bank

+1 (800) 780-2755

Click up if you have successfully reached Charles Schwab & Co. by calling +1 (800) 780-2755 phone number 0 0 users reported that they have successfully reached Charles Schwab & Co. by calling +1 (800) 780-2755 phone number Click down if you have unsuccessfully reached Charles Schwab & Co. by calling +1 (800) 780-2755 phone number 0 0 users reported that they have UNsuccessfully reached Charles Schwab & Co. by calling +1 (800) 780-2755 phone number

Password Reset

+1 (800) 272-4922

Click up if you have successfully reached Charles Schwab & Co. by calling +1 (800) 272-4922 phone number 0 0 users reported that they have successfully reached Charles Schwab & Co. by calling +1 (800) 272-4922 phone number Click down if you have unsuccessfully reached Charles Schwab & Co. by calling +1 (800) 272-4922 phone number 0 0 users reported that they have UNsuccessfully reached Charles Schwab & Co. by calling +1 (800) 272-4922 phone number

TeleBroker

+1 (888) 903-3863

Click up if you have successfully reached Charles Schwab & Co. by calling +1 (888) 903-3863 phone number 0 0 users reported that they have successfully reached Charles Schwab & Co. by calling +1 (888) 903-3863 phone number Click down if you have unsuccessfully reached Charles Schwab & Co. by calling +1 (888) 903-3863 phone number 0 0 users reported that they have UNsuccessfully reached Charles Schwab & Co. by calling +1 (888) 903-3863 phone number

Schwab 529

+1 (800) 421-4488

Click up if you have successfully reached Charles Schwab & Co. by calling +1 (800) 421-4488 phone number 0 0 users reported that they have successfully reached Charles Schwab & Co. by calling +1 (800) 421-4488 phone number Click down if you have unsuccessfully reached Charles Schwab & Co. by calling +1 (800) 421-4488 phone number 0 0 users reported that they have UNsuccessfully reached Charles Schwab & Co. by calling +1 (800) 421-4488 phone number

Lost & Stolen

+1 (800) 435-9050

Click up if you have successfully reached Charles Schwab & Co. by calling +1 (800) 435-9050 phone number 0 0 users reported that they have successfully reached Charles Schwab & Co. by calling +1 (800) 435-9050 phone number Click down if you have unsuccessfully reached Charles Schwab & Co. by calling +1 (800) 435-9050 phone number 0 0 users reported that they have UNsuccessfully reached Charles Schwab & Co. by calling +1 (800) 435-9050 phone number

Schwab Trading Services

800-435-4000

Click up if you have successfully reached Charles Schwab & Co. by calling 800-435-4000 phone number 0 0 users reported that they have successfully reached Charles Schwab & Co. by calling 800-435-4000 phone number Click down if you have unsuccessfully reached Charles Schwab & Co. by calling 800-435-4000 phone number 0 0 users reported that they have UNsuccessfully reached Charles Schwab & Co. by calling 800-435-4000 phone number

877-519-1403

Click up if you have successfully reached Charles Schwab & Co. by calling 877-519-1403 phone number 0 0 users reported that they have successfully reached Charles Schwab & Co. by calling 877-519-1403 phone number Click down if you have unsuccessfully reached Charles Schwab & Co. by calling 877-519-1403 phone number 0 0 users reported that they have UNsuccessfully reached Charles Schwab & Co. by calling 877-519-1403 phone number

888-245-6864

Click up if you have successfully reached Charles Schwab & Co. by calling 888-245-6864 phone number 0 0 users reported that they have successfully reached Charles Schwab & Co. by calling 888-245-6864 phone number Click down if you have unsuccessfully reached Charles Schwab & Co. by calling 888-245-6864 phone number 0 0 users reported that they have UNsuccessfully reached Charles Schwab & Co. by calling 888-245-6864 phone number

More phone numbers

Charles Schwab & Co. address

211 Main Street, San Francisco, California, CA94105, United States

Charles Schwab & Co. social media
Checked and verified by Nick This contact information is personally checked and verified by the ComplaintsBoard representative. Learn more

Oct 17, 2025
View all Charles Schwab & Co. contacts