I got moved from TD Ameritrade to Schwab after the merger. Schwab is terrible. Any one else feeling let down but this merger?

like
Posting as :
works at
You are currently posting as works at

Same. I don't like the website, but maybe it is just because it is new. I like the service a bit more now. TD service was really poor in the last year or so. Transition was pretty smooth. Just gotta see how things go in the long run but the website seems old and poorly designed

like

Not sure if the service is better, is just more available.
I had a client who couldn't move money into his own account.
I called Schwab and explained the situation. CS wouldn't help and I was basically told to read the service guide and figure it out.
I had to yell at the person that I have no control over client accounts and the issue was on their end. They fixed it, but it very frustrating.

Related Posts

What is hike and bonus percentage year on year and for avg rated person (assuming 3 as avg)

like

My dream was always to have a Range Rover, now that I'm at the level to own one, I think it's hilarious. What was your dream car?

like

Hello, I've been working as an SEO Analyst for almost 2 years now. I have been handling and implementing content writing, content marketing, internal linking strategies, rich-result optimisations, keyword analysis. I'm located in Bangalore. I want to jump to other company for a hike in my salary, can anyone please provide me such information where I can contact and proceed with interview. I have an updated CV ready, ready to share if anybody interested.
Thank you,
Syed Furqan.

like

How does below compare with regional comp for big4? Considering the salary progression and 1/2-bed flats in London being ~£400-500k I can’t see how it’s feasible to ever own a place until SM grades by which point most will be in early/mid-30s...

like

Best resources/books on getting personal finance in order?

like

Anyone recently buy a 2021 Acura RDX awd? Wondering how much you paid for it.

like

Why do teachers (and people) move so quickly into personal attacks when others disagree? We teach our students not to do this. Why can't the adults behave in the way we teach others to?

Wipro sends welcome kit via frens and petals?? Wipro HCL Technologies Tata Consultancy Infosys Accenture IBM

like

Hi all NICE interactive solutions is hiring for various positions. Anyone interested DM me.

Post Photo
like

I have an impromptu review tomorrow and am hoping to negotiate a higher salary as my role has been expanded since hired, and we have lost a designer with no intention of hiring anyone to fill the position. Hoping to get some comparable salaries to see where I stand and what to ask for.

Sr Graphic Designer
10 years experience
With the company for 3.5 years (6 months full-time and 3 years as a freelance designer)
Salary is currently $75,000
10% yearly bonus
I’m in KC. Company is in San Diego.

like

Johnson & Johnson Is there any news on pharma giant layoffs and freeze-hiring? AbbVie Biogen Bristol Myers Squibb Eli Lilly and Company Gilead Sciences Johnson & Johnson Intellia Therapeutics, Inc Pfizer Novo Nordisk Merck Roche Regeneron Merck Teva Pharmaceuticals

like

Good book recommendations? Male 🐟 here.

like

I am currently working as analytics professional. Some of the work included but not limited to are Insights generation, root cause analysis, creation and maintenance of data pipeline for owned charters and projects.

Regularly used tools are SQL (Hive, Trino, MSSQL), python, dashboarding tool.

Currently looking out for opportunities. If you have something into data science and analytics then please let me know. Will share my resume with you.

Regards,

like

Does anyone ever get reached out to from FCB? They always have an insane amount of job listings

like

Habibi! Anyone here

like

I’ve been in the banking industry for about 5 years now since I graduated and I feel like this may not be the right industry for me. I have experience in commercial banking and commercial real estate lending. Where do people go after they leave banking? I’m trying to see how I can transfer my skills to another field.

like

I feel like at times i’m running against newbies in the industry that are just flying by the seat of their pants. How can I shine as an experienced professional even though IT is still relatively (2 years) new to me ?

like

Which Big Tech companies hire remotely? I’m based in Europe, but I’ve worked for US based companies before as a contractor

like

How many employees does KGS have in total?

like

Additional Posts in Independent RIA

New to Fishbowl 😁👋 Hello everyone!

Quick question for y'all! Who is the youngest holistic financial planner that you know and/or youngest person you know that's started their own RIA?

likehelpful

Any thoughts on TD Ameritrade Institutional as a custodian? Used to NFS/Fidelity, TDA seems much more efficient and user friendly.

like

Anybody have series 24 study materials that they don’t need anymore????

Anyone work with Carson Group? If so share experience

Any advice for someone in the middle of a merger?

like
like

Any thoughts on xy planning network?

likehelpful

What’s it cost to work with an attorney when leaving a firm?

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

like

Has anyone used The Warton Group for 401k appointments? Seems like a lot of money for uncertain success...

likehelpful

Average salary for a Senior Associate who’s in the process of getting their CFP?

like

How do you advertise?

like

Anyone interested in doing a collaboration on a YouTube video? Want to bring in other perspectives.

likesmart

We are going to start providing social media posts our marketing team created, mostly non-branded and you are able to auto-schedule them. No cost to use, specifically for our RIA’s who don’t get...

like

Anyone familiar with or us Snappy Kracken?

like

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

likesmart

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

For those of you out there that are your own independent RIAs, what performance/billing reporting software do you use? I researched multiple providers when I first set up my single man shop......

helpful

What is your experience with The Bill Good Marketing system?

like

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal