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Schwab Brokerage Account questions

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Community Leader
Mega Contributor

Re: Schwab Brokerage Account questions

If it was me, I'd call on Monday and let them know you've experienced issues as a result of EQ breach and ask if they have timeline when it will be finalized because you're uncomfortable leaving it open too long, unless it resolves itself till then. I would not freeze them till Monday, if you're comfortable with that. 

 

 

EX 759 EQ 774 TU 753


Message 21 of 41
Moderator

Re: Schwab Brokerage Account questions

ya just left it open till wednesday extended it.. give them enough time and hopefully not enough time for me to get another itch Smiley Tongue.  Its a fine line as you know with me Smiley Happy.

Message 22 of 41
Community Leader
Mega Contributor

Re: Schwab Brokerage Account questions

Lets not talk about itches. I've called stupid Socks Bank so many times I got the number memorized and I'm dyslexic., but I hang up each time because i chicken out. Too soon Smiley LOL

 

 

I dont even know my kids' phone numbers Smiley FrustratedSmiley LOL

EX 759 EQ 774 TU 753


Message 23 of 41
Frequent Contributor

Re: Schwab Brokerage Account questions

Yeah you could go ahead and open a margin account.
Message 24 of 41
Community Leader
Mega Contributor

Re: Schwab Brokerage Account questions

Nothing yet?
EX 759 EQ 774 TU 753


Message 25 of 41
Moderator

Re: Schwab Brokerage Account questions


@Remedios wrote:
Nothing yet?

nope as csr via chat said should be done in one business day.  So guessing someone will look at it monday?

Message 26 of 41
Frequent Contributor

Re: Schwab Brokerage Account questions

They are a bit slow with requests.
Message 27 of 41
Member

Re: Schwab Brokerage Account questions

As another data point: I opened a Schwab brokerage + checking acount a few weeks ago, and haven't seen a HP yet! I specifically made sure to un-check the "margin" option when signing up.

Message 28 of 41
Moderator

Re: Schwab Brokerage Account questions

I got a few calls from them early this morning from hungry people saying welcome and asking how much i plan on putting into account lol.  I said leave me alone till i am fully approved, although i did take one up on a offer in two weeks to walk me through the trading platform website.  Calls were within 2 mins of each other suspect 2nd one that asked what type of money i would be investing didnt see the first guys notes.  No HP yet.  First person i spoke to said it would be today or tomorrow at latest so we shall see I unclick margin account as don't want to play with fire personally atm being others peoples money Smiley Happy

Message 29 of 41
Moderator

Re: Schwab Brokerage Account questions

Just to put a wrap-up on this account is fully opened or so appears as says verified and ready to use, etc.. No HP or SP on Equifax which I find weird and had a freeze on Chex's to ensure I don't make more inquiries than I already have on that for future CU/Bank Account openings in another 3-6 months.  So not sure how they validated me, but not through EQ that I can see and certainly not a HP that I can see yet.  Who knows, it is open though

Message 30 of 41
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