Charles Schwab

The service is great! Never have to wait more than 5 minutes! yey

Unilocal has the incorrect number.
The correct number is: 415−945−6464

I’ve been doing business with Schwab for nearly 20 years, and it just keeps getting better. As a company, I think they deliver excellent service, have sharp, helpful staff, and really good financial products. Our Schwab VISA credit card has the lowest rates of any of our credit cards, for example. The new Schwab checking accounts pay interest with no fees, although you have to mail deposits in using their postage paid envelopes, or visit one of the few branches that can do checking transactions. I don’t know why anyone would use a bank instead.
Internet access is excellent, with access to all accounts through a single login. Transactions can be automatically downloaded to Quicken without any extra fees. The web site is reasonably quick, better than most banks I’ve dealt with.
The branch in Corte Madera is especially good. They are set up to do checking/​banking transactions as well as stock account transactions (although they do not keep cash on hand.) I rarely have to wait to speak to someone, and if I do, it is a short wait. They have patiently and helpfully gotten me through complex paper work, too.
Strongly recommended. Don’t be afraid to leave your big bank with it’s big fees.

I have found Schwab as a whole to be a great company for both brokerage and banking services. They’re a great alternative to big banks. The Corte Madera branch is usually helpful, but at times a bit inflexible.