Scottrade

While their online platform is good, and the local office is convenient, this place puts the «DIS» in DIScount Brokerage.
Personal story: They LOST my 401(k) $$$ check on July 2^nd, 2015 at the headquarters in Missouri. FedEx tracking number and Scottrade signature proved it arrived. Can you imagine how freaking awful that feels?! It could have been embezzled! I had a heart attack. And while the technical fix has been done (wiring the funds) I ended up spending at least 3 full days on fixing this AND as you imagine I lost so much sleep, entirely ruined my first month of my sabbatical and my birthday. Happy birthday.
I did tell Corporate to send me flowers to make it up to me (they did) and they offered me free trades for 6 months. «Good start.» This earned them some more trust and patience with me, especially when the wired funds showed up in my account (after 3 weeks since I began the rollover). «Ok, so you can do basic functions. Glad to know it.»
BUT guess what? We are in Week 4, and they still owe me $ 65 in FEES (the lost FedEx + the wire) plus the pain/​suffering. It’s been 30 days. Scottrade seems to be #sorrynotsorry .
«Superior Customer Service» «IRA Roll Overs as easy as 1−2−3»? My dear Bay Area peeps, accurately, I would say,
1) expect to micromanage your account, and
2) don’t be surprised if things go wrong. Human errors happen, but also,
3) Scottrade does not make you a priority, even when things go wrong and its entirely their fault.

These guy’s are very helpful and remember you by your name. Everyone that I have come in contact with at this Branch has done an excellent job at addressing my questions and concerns. From the Branch Manager (Daniel) to the front desk — they take the extra step to help you out — you don’t feel rushed at all.
They chat with you and get to genuinely know you and the key is they remember your name even if you haven’t been there for a while. Good job!

They get things done efficiently. Most of the service is provided online but when I need to come in the customer service is fast and efficient. You can’t ask for more.

I’ve been going to Scottrade for about 3 years now and have to say that this branch has been nothing but curteous to me at all times. Whenever I have requests and need to talk to someone in person, they always remain very service oriented and are willing to help in anyway they can. Prices for trades are very competitive and their main website is more than adequate.

I opened a Scottrade account last year and have great things to say;
This office rocks! The Branch Manager, Daniel is very market savy and truly understands the core principles of customer service. I’ve yet to meet a manager equally as talented as this guy… The other stockbroker’s are also very helpful.
As a former client to a full-​service brokerage firm, It’s impressive how Scottrade outperforms the full-​service firms in providing high levels of customer service, low fees, commission rates, and a very user friendly trading platform.
I recommend becoming a Scottrade member!

A great office! Everyone who works at that location is very helpful, polite and knowledgeable.
I opened my account through Karl. He’s usually the one who helps me with any problem or question I have. Daniel, the branch manager, really wants his customers to be happy and well informed about anything Scottrade has to offer.
I recommend this branch to anyone looking to open an account at Scottrade or for those who are already members and want great service!