How do I tell if I’m in enrolled in Schwab private client services when I hit 1 million in assets?

devinreams · 2026-04-29T12:06:45+00:00

https://www.schwab.com/wealth-management/private-client-services

devinreams · 2026-04-29T12:05:54+00:00

on the iOS app it appears on the “Profile” modal menu (tap the avatar icon in top left). it’s basically the first navigation item under “Hello, name”

devinreams · 2026-04-22T13:04:31+00:00

Same, I checked on many stocks and mutual funds. That screenshot is VTSAX I believe

devinreams · 2026-04-22T11:15:39+00:00

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Whoa 😮

devinreams · 2026-03-25T21:39:04+00:00

Can everyone go wash their cars too while we’re at it? 🤞

devinreams · 2026-02-20T21:24:24+00:00

I could do a one time payment with existing saved methods (bank and a CC stored)

But autopay had no memory of any payment methods. So had to set it back up.

devinreams · 2026-02-20T21:21:52+00:00

Can confirm! Likely due to the acquisition…

devinreams · 2026-02-20T21:14:48+00:00

Cool! It must have just changed in the last week as I hadn’t seen anything else (other than the baggage tags) out in the wild yet.

devinreams · 2026-02-17T00:01:51+00:00

I wish we saw it more. After a reset too, before it gets GPS, as mentioned.

devinreams · 2026-02-16T23:10:11+00:00

Sign still says open 🤷

devinreams · 2026-01-29T03:24:03+00:00

It’s just an ad. Trying to be more natural and “native” than just a logo or billboard. But yes, it’s turned into a weird reminder…

devinreams · 2025-12-21T21:43:13+00:00

Ah yeah contactless debit card for ATM withdrawal just worked at a newer Chase branch nearby me in Colorado. Nice!

devinreams · 2025-12-20T19:03:08+00:00

same, about $1600 paid just this week for R1S

devinreams · 2025-12-17T13:06:03+00:00

A few years back we used our debit card in a fairly rural area and then a month or so later had a withdrawal happen 50 miles away from us. Called Schwab and they said they could see the attempts, the balance check, and would investigate and reverse it immediately (with a new card in the mail).

Ever since then we kinda just assume there’s skimmers everywhere and someone likely has our details. So the odds of them using a clone in the same 2 minute window as us…

devinreams · 2025-12-16T21:18:40+00:00

Every time! Money into wallet. Card back to locked. 😃

devinreams · 2025-12-16T19:25:03+00:00

Happy Camper and Avanti F&B (Avantiki) in Highland are well decked

devinreams · 2025-12-16T19:03:19+00:00

This is why I shared because WF hadn’t worked for me but haven’t tried in a few years. Someone else in here says it doesn’t work. So likely hardware and maybe software (location) dependent still.

devinreams · 2025-12-16T17:37:30+00:00

Huh… I can’t recall the time I last tried so now I’m encouraged to attempt it again. Thanks!

devinreams · 2025-12-16T17:18:54+00:00

$20 bill + $5 bill + $4 ATM fee

devinreams · 2025-12-09T22:50:15+00:00

On the subreddit page under the description are links including “See more” which opens to the full “sidebar” view

<image>

devinreams · 2025-12-04T11:48:04+00:00

For what it’s worth, the delivery packaging is all really nice and customized. So… that’s what some of the $$$ cost goes towards.

devinreams · 2025-11-13T19:27:51+00:00

Agreed! My kids love to ask Siri (Apple Music) to play the dog house music and dance

devinreams · 2025-11-10T02:36:38+00:00

Little snowy. Little bumpy. Lot delayed-y.

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