You'd think the vast majority of brokerage-related needs could be handled online or over the phone, but there have been a handful of cases in the past few years when I've been very happy there's...

I asked for a rollover from my IRA account and they did a distribution by mistake. I called customer service and they refused to fix their error, even though they listened to the recording of my...

I stopped by without an appointment and the person who greeted me (Brandon) spent a great amount of time answering all my questions. Sure, I could've gotten all my answers over the phone and...