[USER]

With vanguard selling their small business 401k to Ascensus, I am looking to transfer to Charles Schwab.

I’d like some feedback from Schwab investors/clients on how their investments been, the customer service and ease of online platform use.

Currently self-managed but would not like high service fees should we switch to them managing our account.

TIA

[Joe]

I really like their online platform and the customer service has been very good.

I am self managed so I don’t have feedback on their fees

[Jaricka]

I do not use Schwab for my business 401(k), but I do use their platform for regular taxable brokerages and IRAs and I have never had an issue with their system.

I’ve called customer service multiple times for different questions or processes when transferring assets or rolling one account to another and they have always been exceptional.

I love their app compared to what I have used with Fidelity and Voya, it is just much easier to understand in my opinion.

I hope this was useful!

[Jenn]

Schwab for the last 20 plus years. Easy to use platform, great customer service.

I’ve used their intelligent portfolio and while it was super cheap on fees, I absolutely hated the 8% cash, no dividend reinvestment.

So, I trashed it and went back to self manage.

[Author]

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