Updated: Schwab's perspective on recent industry events from Founder Charles Schwab and CEO Walt Bettinger.
Equity unlocks a world of opportunity.
From short-term to long-term financial goals, your equity is the extra help you need—and we're here to help you manage, monitor, and navigate the road ahead.
How equity awards can help you.
Music plays throughout.
A dark-haired woman wakes up in bed and looks around before getting up and starting her day.
Woman [off-screen]: Every day we wake up to see what life has waiting for us.
She yawns and walks through a doorway while wearing pajamas. She emerges from the other side of the doorway while wearing a casual outfit. She walks toward her car, which is parked in a driveway in an urban area.
Woman [off-screen]: Sometimes it's no different from any other day…
She opens the car door, gets in, and tries to start the car.
Woman [off-screen]: …except for that one thing that throws everything off.
The hood of the car pops up and steam rises from the engine. The car doesn't start. She clinches the steering wheel with both hands, looking down in frustration.
Woman [off-screen]: And some days we wake to that moment we always wanted…
The woman wakes up in bed and looks around before getting up and starting her day once more. She yawns and walks through a doorway while wearing pajamas. She emerges fully dressed from the front doorway of a house. A dark-haired man walks with her to a "For Sale" sign in the front yard.
Woman [off-screen]: …but that we wondered if we were really ready for.
Another man wearing a suit and tie meets the couple and covers the "FOR SALE" sign with a "SOLD" sign. He shakes hands with the dark-haired man and the woman while holding a notebook.
Woman [off-screen]: And then there are those days that are everything we dreamed about.
The woman wakes up in bed and looks around before getting up again. She yawns and walks through a doorway while wearing pajamas. She emerges from the other side of the doorway wearing a swimsuit. She walks onto a deck with two lounge chairs where the dark-haired man stands, and they look out over the water.
Woman [off-screen]: The ones we never want to forget.
Birds fly over the water as the woman and the man dive off the edge of the deck and into the water.
Woman [off-screen]: The ones that we wish we could have more of.
The man and woman swim past underwater rock formations and different species of fish. Bubble-like circles rise to the water's surface, each with an animation of the woman's life events inside. The circles show the "SOLD" sign, an airplane, the woman carrying boxes in front of a moving truck, a car with steam coming from the engine, a calculator, and the man and woman swimming underwater.
Woman [off-screen]: With days like all of these, it's easy to feel a little financially overwhelmed.
The woman wakes up in bed at night, contemplating her life events, and looks around before getting up. She yawns and walks through a doorway while wearing her pajamas. She emerges from the other side of the doorway and into her kitchen using a tablet.
Woman [off-screen]: But Charles Schwab can help.
She sits down at the kitchen table and continues to focus on the tablet.
Woman [off-screen]: We're your employer's equity awards provider.
She navigates to the Charles Schwab web page and types in her username and password before she presses "Log In."
Woman [off-screen]: And we can work with you to build a financial plan that includes the equity awards you receive as part of your employee benefits.
The tablet screen changes to the woman's Schwab account summary page, complete with her financial contributions and progress.
Woman [off-screen]: You can even tap into our resources, tools, and insights to help you make decisions about your plan.
The tablet screen shrinks. Colorful circles start from the center of the screen and grow larger, one by one, giving the impression of going through a tunnel. Simple shapes and symbols representing Schwab resources also grow larger from the center of the screen.
Woman [off-screen]: And whether you invest on your own or need some advice,…
The woman holds the tablet and confidently clicks something, then looks up with a thoughtful expression.
Woman [off-screen]: …know that at Schwab, there are no tradeoffs between low costs, full service,…
The colorful circles start from the center of the screen and grow larger. The woman's hand hovers over the circles and symbols, and the "Contact Us" page appears with three buttons: "Call," "Chat," and "Visit." She presses the "Visit" button, and smiles while looking at the tablet.
Woman [off-screen]: …and a satisfaction guarantee.
A calendar appears on the screen. A pop-up confirmation appears, verifying the woman wants to make an appointment with a Charles Schwab representative. The woman presses the "Add" button.
Woman [off-screen]: Just tell us when you're ready to take action.
The confirmation window shrinks and "Appointment – Schwab" appears on the woman's calendar.
Woman [off-screen]: Hey, tomorrow's a new day. Make a plan and be better prepared for whatever it brings.
The woman walks back into the bedroom, still holding the tablet, and gets back into bed. She smiles as she closes her eyes.
Woman [off-screen]: Take the next step: Talk with a Schwab Equity Specialist at 1-800-654-2593.
1 (800) 654-2593
Brand music plays.
Own your tomorrow®
Brand music ends.
Schwab Stock Plan Services provides equity compensation plan services and other financial services to corporations and employees through Charles Schwab & Co., Inc. ("Schwab"). Schwab, a registered broker-dealer, offers brokerage and custody services to its customers. Schwab does not provide tax advice. Clients should consult a professional tax advisor for their tax needs.
If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. ("Schwab") or Charles Schwab Bank ("Schwab Bank") will refund any eligible fee related to your concern within the required timeframes. Schwab reserves the right to change or terminate the guarantee at any time. Go to schwab.com/satisfaction to learn what's included and how it works.
Charles Schwab & Co., Inc., 211 Main Street, San Francisco, CA 94105
©2019 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CC1998829 (0419-9TRJ)
First things first: You need a Schwab One® brokerage account to access your equity awards.
To access your equity awards, you'll need to open a Schwab One brokerage account (or connect your existing account). Once your account is open and connected, you'll be able to view your plan details and manage your equity awards.
How do you open a Schwab One brokerage account? We can help.
Our goal is to help you reach yours.
Our goal is to help you reach yours.
Everyone has unique financial goals, and we work with you to help you find your unique paths toward achieving them. Retirement, college, a house, a globe-trotting adventure—we have the investing options and people who can help.
- Automated investing to build, manage and even rebalance your portfolio
- Work with a Schwab Financial Consultant to build a custom plan
- Build, manage, and trade stocks in your portfolio on your own
Ready to open a Schwab Brokerage account?
Let's get started.
The sooner you open your Schwab One brokerage account, the sooner you'll be on your investing journey.
Need help? Call 800-654-2593 Monday through Friday, 24 hours a day.
If you're outside the U.S., make a free call by visiting the contact page to find your country's local number or call +1-602-355-3408.