Scottrade

San Francisco, United States

3.9

8 reviews

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Telephone:
+1 415-981-9030
Website:
www.scottrade.com
Address:
551 Kearny St, San Francisco, CA, 94108
b/t California St & Sacramento St
Chinatown
Nearby public transportation stops & stations:
170 ftSacramento St & Kearny St
470 ftClay St & Kearny St
540 ftSacramento St & Montgomery St
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Today

Today –
Local time (San Francisco) 2:54 PM Friday, November 29, 2024

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8 reviews of Scottrade

No registration required
Place rating: 5
San Francisco, CA
Alice Loo, Investment Consultant at the Kearny St location, knows what excellent Customer Service is all about.
I’ve come to her twice regarding opening an IRA account and, even though I’m not yet a customer, she’s been more than willing to answer my questions and take the time to speak with me about my concerns. She is patient, knowledgeable and kind. As someone who has worked in Retail, Food Service, and Customer Service for years, I know how rare it is to come across someone who is both competent and compassionate. Mr. Teng (Manager of this location): she is most deserving of recognition and praise. Hire more folks like her if you can find them. She’s a gem!
Place rating: 1
San Francisco, CA
These guys are idiots. They put a hold on my account all because they did not realize the guy who set up my account was actually thorough in verifying my information. They evetually took the hold off after I faxed over a copy of my drivers license but hello, I needed a driver’s license to set up the account! And on top of this I specifically asked to set up a ROTH IRA. The idiot told me they only set up traditional IRAs. These financial analysts rejects need more training. I now go to the one in Westlake. Scottrade is overall a great company, but they need a better training orientation for those they hire.
Place rating: 4
San Francisco, CA
Open and account here before. They have good bilingual staff. But scottrade account is cheaper than other brokerage firm out there but they have tougher margin trading requirement and higher interest. I personally like Ameritrade more. But don’t quote me on it.
Place rating: 3
San Francisco, CA
I’ve been a Scottrade customer for about 7 years, and while I generally like the product, I can’t stand their policy for deposits, withdrawals, or wires. If you try to make any substantial deposit or wire, they will put a hold on it for 3 – 5 business days, which can be extremely frustrating if you’re trying to pay a bil, contract, or make a trade. While they claim they have to ‘validate’ the funds, it really is just them making interest on your money while you sit there and wait. Otherwise a generally good trading platform, just not very user friendly when trying to get large blocks of $ in or out.
Place rating: 5
San Francisco, CA
5 stars isn’t enough for the customer service I received at this branch. I wanted to transfer an IRA to Scottrade and the guy there who helped me made it really easy. He was super friendly and professional, I wish I could remember his name. It’s a few weeks later now and I just received a follow up call from David and he wanted to make sure I can see all the funds have been transfered and he also reminded me that Scottrade will reimburse me for the transfer fee my other bank charged me. He’s sending me the proper form today. Now that’s customer service.
Place rating: 5
San Francisco, CA
After putting off setting up an Education Savings Account for my niece for an entire year (paperwork is intimidating) I decided to stop in and just get it all taken care of. They were very helpful, quick, and they’re open at 6am to boot. I’m not sure what else I –would– be looking for in a brokerage firm, but 2 accounts later I’m still happy with Scottrade.
Place rating: 3
New York, NY
I’m OK with using Scottrade as my discount security broker, but lately I’ve been annoyed with their operations. ESPECIALLY when their corporate tax department decides to «omit» dividends paid to me and ONLY sends me a «corrected» 1099 statement in MARCH after I filed my taxes and received a refund.
I find this «error» to be annoying. I found MANY errors on the first 1099 statement I received from Scottrade. Some major changes needs to be done with their corporate tax department.
If it wasn’t for my portfolio in the red right now, I’d switch brokerages already.
One word of advice: Stop f*cking up!!!
Place rating: 5
San Francisco, CA
great services.
Stop giving me margin calls… lol