OneEyedDiva
SF VIP
- Location
- New Jersey
I love Schwab! Their website is so user friendly and anything I need to know about both Schwab's and outside investments is readily available. And I agree, their customer service over the years has been great. It's very easy to change beneficiary designations. Another feature I love is I can submit my RMD and transfer requests (from other brokerages) by uploading scanned forms using their secure messaging feature.I've heard so many tales about the Vanguard lack of customer service its impossible to ignore. And that they used to be good...maybe years ago with John Bogle was still living.
We have had wonderful 24/7 response from Schwab, so can't imagine going anywhere else.
They do customer service right.
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