The app is exceeds my expectations!!
Great financial app 5/5
Love Schwab, love their app.
Mobile Account 5/5
I love this account and app.
Not to friendly....app
This app is great. Very easy to use.
5 stars all the way
Fast and efficient 5/5
By first praus
I appreciate the opportunity to log in at any time from any location. Trading is efficient and account management is made easy. I’m a customer of two decades. Looking forward to my third ...and more.
Save Yourself the Headache 1/5
By Master Keya
Horrible Customer Service and Bare Bones App for trading
I’ve used these guys for over a year so I can say with complete confidence the user interface on both the app AND the desktop are sub par at at best. Trying to trade stocks thru the app gives you barely any options. No OCO’s for example you either have a limit or a stop loss. You don’t have both. Among other things. For trading go somewhere else.
I’m stuck with them unfortunately because my company goes thru them for my Equity Awards. Surprise!! Problems there too... My most recent experience with the “Live Chat” for help has been horrid. The reps typing speed is agonizingly slow much like everything else with this company. And I’m STILL trying to get my issues resolved over a week later. The REP spent more time trying to educate me on RSU’s vs Options than actually fixing the problem. Hey man, I KNOW THE DIFFERENCE. Kind of condescending really. Somehow the hundreds of $$$’s I put into the account to cover the taxes for the vesting magically disappeared. What would you do if your broker just took hundreds of $$’s from you for no reason? Even if it’s a technical error it not only should have been fixed faster but shows how bad of a company they are.
You fix my problem by giving me back my $$ minus the taxes for my RSU and depositing what’s mine (the RSU’s) into my company account and I’ll add two stars. Cause your user interface is still $(-)!7. Not to mention your poor customer service and lack of dedication to consumer satisfaction.
Easiest checking account I have ever had! 5/5
I have really enjoyed the integration between Charles Schwab investor checking, Charles Schwab brokerage and Quicken. Everything is so automatic, and everything stays in balance so easily. Reconciliation is a snap!
Schwab Banking App 5/5
By Mrs. Gru
Super convenient online banking, I use this app all the time.
Best bank ever. App great, too! 5/5
Easy to transfer, easy access to al your account info. Banking is easy and effortless.
Mobile deposit delays 2/5
Originally I loved this app. It has FaceID & you’re even able to let the bank know via the app when you’ll be out of the country. But I deposited a sum of money over a week ago and I still only have access to about 1/3 of the money! By now I’ve been having to pull from my other bank accounts. PLEASE FIX THIS ISSUE!!!!
Great App 5/5
By Lobo Doc
Easy to use. Great content.
Wonderful for beginner and experts 5/5
Schwab is wonderful for investments. It’s easy to use and the customer service is wonderful and very helpful if you have any confusion or concerns.
Good App to manage your CS Accnt! 5/5
But can be improved. The mobile app is lacking in many of the features available on the desktop website I’d like to see integrated. For example, one thing I’ve found myself trying to find on a few occasion is the routing and account number. I did not want to have to go on my laptop but the app did not give this information.
Simple yet efficient! 5/5
I could deposit check, and trade and more. UI are very simple to use.
Options trading and Failed tax download 1/5
The options trading app has many bugs that can cause you to make mistakes. Simple one is you pull up your current option that’s expiring, then you click the rollout option. Your original option your wanting to roll out changes dates & strike prices. Other scenario’s change from call to put, vertical spreads change easily to ratio spreads & you have to clear and start over.
Just tried the download for stock and option sales and the error message is “TT transaction limit exceeded”.
Hopefully this will get fixed as I hate to think of adding each trade for the year manually.
Review DrBendana 5/5
Best Bank 5/5
Schwab Bank provides the best services and rebates of any VISA ATM card in the world. Card works in ATMs out of the USA and around the world. All fees are rebated back monthly. First class operation. Get it!
By Tv Cast is Trash
Was immediately contacted by a bank against needing more “information”. I called, he asked what He can do for me, you called me.... what? Ended up a waste of time. A month of transactions later my account was frozen out of no where, for not having sufficient info, and they acted like they did me a favor... I called and I closed it as it would have to take even longer. I thought PNC was bad, no this place is horrendous. 2 months, account closed, I recommend against this bank 100%. Very in your face while failing to do their jobs.
Best Financial App 5/5
I’ve used several financial apps and banking apps, Schwab’s is far and away the best. Other apps, looking at you Vanguard, are clunking and feel dated. I can see all of the accounts at once and love to have them connected.
The accounts that I have are easily accessible and performing tasks such as transferring funds to and from investment accounts is simple. Having the clear, quick view of the markets is wonderful. When used as a regular banking app, it is equally as simple.
(As a side note, I LOVE that when I call, no matter the time of day, I get a US-based representative!)
app REQUIRES a new six digit new pin for touch ID. 1/5
feb2019- The point of touch ID is to avoid passcodes, I have nothing against passcodes as a backup, but don’t force/require your users to use them. I don’t want to provide my iOS passcode to schwab , and I don’t need it keep track of 5x different credentials for Schwab JUST to check my balance (while at the same time they don’t offer any kind of withdrawal lockdown or security nor totp codes, ie security where it would actually matter beyond show and PR sec.)
there is no way to see your executed trades (order history) older than 2days in the app. unacceptable
update November 2018-I would like to see a tool that shows your allocation based on sector/ Industry. (ie 28% technology, 30% energy etc.) . Or more tools related to this in terms of a big picture view of your portfolio. I’m aware of the bubble tool.
(I would like to note I had to call the 800 schwab support number about something, and the rep, based in the USA , was super helpful and super knowledgeable. also on the 800-number, I was forced to do the voice password set up, this initially concerned me as I wasn’t authenticated at all prior, however I was happy to see that I got an email five or so days later asking me to complete the Voice password setup, if it was me baking the prior phone calls and if I wish to set it up. +1 for security , +1 one for the good support rep). this review will become a five star one, once I see some new features added to the Schwab app. I don’t think I’ve seen anything added in the prior 12 months.
update (apr 2018) - another unacceptable issue I’ve come across in the Charles Schwab app, is when you click on client services (ie customer support/help) there are only two options:
1-click to call Charles Schwab (calls the 800 number)
2-provide app Feedback.
There is no option to send a message to support nor live chat (which is what should be under the in app “client services” section). frankly cs should just remove the client services button as it’s totally useless, and doesn’t provide any kind of services for the client (beyond providing the appearance of some kind of client services/support- ie anyone can Google: Charles Schwab 800 number)
Apparently Charles Schwab doesn’t understand security or information disclosure’s. After wasting time with the Charles Schwab intelligent portfolio app (which requires a brand new CS account), I decided to try this app.
I was highly annoyed when I went to enable touch ID, and was asked to create a new six digit pin (I am not going to give CS my standard iOS pin, so thus I now need to record a 10th credential for my CS account, which is ridiculous). Either allow touch ID in accordance with standard Apple app requirements, or don’t allow the feature.
The app is one of the very very few well designed and user friendly apps on my phone. I use every tab and I understand what every button does.
Experience with Charles Schwab 4/5
Great customer support, friendly staff, had a few issues with the mobile app, overall a happy customer.
Great work 3/5
By Nate S99
Nice work on the app. A few suggestions:
-More filtering options when slicing and dialing transactions.
-The bill pay experience is inconsistent and disconnected
App Review 5/5
This app is very user friendly keep improving on it in ways I don’t even know of.
Easy to use 5/5
By Malia Mercedes
I am a lay person that decided to open a brokerage account. Charles Schwab mobile was quick and easy to set up. An agent called me to see if I needed help or had questions and it is easy to fund securely from my personal account. I enjoy it!
Easy Access to My Accounts 5/5
Schwab does an amazing job managing and arranging my investments and cash. Always accessible.
Review of Schwab 5/5
Very easy to use. Matthew Lamb has been so helpful for me and my family. I am so proud to be with Charles Schwab. They are a wonderful company that has helped my family with our financial goals.
Quick and easy
Compared to TD Ameritrades mobile app, this is lacking and NON user friendly. I can’t even figure out how to close a multi legged trade.
Mobile app 3/5
By GGma Sue
This app does not allow me to transfer funds within my Schwab accounts. That’s crazy. It’s my money and I need access to it.
Horrible support 1/5
I am now on day 4 and still can’t make a deposit. External accounts link but not really. Mobile deposit approval process is horrendous. It’s readily apparent the company doesn’t care.
Excellent easy app 5/5
Good job Schwab! Easy to use. Very efficient and simple.
Great company 5/5
I love my account. I can buy or sell stock. I can pay my bills from my account. I have my checks direct deposited into my account plus if I receive a check from someone I can take a picture of it with my phone and have it deposited into my account so easy. I gave them a 5 star rating
App works however 2/5
By SIM PlAyEr
The app works but they make depositing money to the account really difficult. You have to log on to the desktop website to find the tab to allow you. Then wait 3 days. Then finally you verify and have to wait another 3 days to use the money. Still waiting to make trades. Other apps are instant deposits.
OK, but not great 3/5
Two problems I have:
1- the total gain reporting is unhelpful. Rather than treat reinvested dividends, gains, etc as a gain for your account, it changed your cost basis using reinvestments while reducing your “gain” by price change per share. Schwab makes it difficult to determine what your _total_ gain really is. Fidelity’s approach is much better.
2- app refresh resets the touch id frequently. You have to login, recreate pin, reenable touch id. Not a big deal, but annoying.
Everything I need to do on the move is easy with the app, very resonsive.
Fix the Submit Button 3/5
Whenever I try to create a Bill Payment in the App on my iOS device, the Submit Button doesn’t work. This has been an issue for a very long time. The developers need to Fix this. Pretty basic functionality that isn’t working correctly. Other than this the App is solid-but this is a pretty big flaw.
Super Satisfies! 5/5
Been a most happy customer since 1992. Can call at all hours of day or night and get a knowledgeable representative.
A pleasure to work with people who understand others may need help in understanding the complexity of trading. I'm a loyal Schwab customer.
Gets Better and Better 5/5
By GA Tracy
No other banking app is as quick and dependable for mobile deposits. I love Schwab and the app.
Too easy 5/5
Anyone who thinking self investing is difficult has not tried Charles Schwab.
The best 5/5
By insecure investor
I use fidelity and Schwab. Schwab gives more pertinent information and is much easier to use.
Not that happy. 2/5
I understand that basically all investment accounts have trading fees. The fact that you don’t get anymore with this account then you would with any other account, you should probably go for an account with lower fees.
That being said, my account has been zeroed out twice. What I mean by that is stocks that I held were sold without my request. Time to try another brokerage.
Better and better 5/5
Now, I don’t have to go to the big computer, I can use the app. The app is getting more and more intuitive.
Easy peasy 5/5
By Timing life
Easy peasy lemon squeezy
Super Easy 5/5
Great banking software, good dashboards!
Very easy too use any time