Welcome to the Equity Awards Center at Schwab.

There are many ways to begin your investing journey. By opening your equity awards account, you're taking a very important first step. And when you're ready to walk, we'll help you run.

Living outside the U.S.? Learn how to get started >

Open an Account - US

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Open Your Account:
United States

Narrator [off-screen]: To open an account, visit the Schwab Equity Awards Center link provided by your employer and click Open an Account.

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Visit the Schwab Equity Award Center and click Open an Account.

A laptop displaying the Equity Awards Center webpage appears.

Narrator: Enter your company ticker symbol, residency status, and citizenship.

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Enter company ticker symbol, residency status, and citizenship.

The laptop screen changes to display the page where a client can set up a new Schwab One Individual Brokerage account. As the narrator explains the steps to open an account, the screen scrolls to display each step.

Narrator: Then, enter your employee ID and Social Security number.

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Provide your employee ID and SSN.

A blue box appears under the pop-up containing the text "If you already have a Schwab account, this is where you'll be given the option to link it to your Equity Awards account."

Narrator: Fill in your personal details to create your profile.

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Create your profile.

Narrator: Then, choose your login ID, password, and security question.

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Choose your login ID, password, and security question.

Narrator: Provide your current address and phone number…

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Provide your address and phone number.

Narrator: …and employment and financial details.

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And employment details.

Narrator: Next, check the boxes of the account details that apply to you.

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Confirm account details.

Narrator: Enter your preferences for optional account features.

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Enter your preferences.

Narrator: Review documents, agree to terms, and click Submit.

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Review and submit.

Narrator: Make a note of your new account number.

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Note your new account number.

Narrator: Within 48 hours, you'll be able to log in and view a detailed breakdown of your equity awards.

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View a breakdown of your equity awards.

Narrator: Still have questions? Give us a call.

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Still have questions?
To talk to a Schwab Stock Plan Specialist, call 800-654-2593.
International participants, call +1-602-355-3408.

Narrator: Or, from your Schwab account, navigate to Equity Awards and click on Knowledge Center.

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Or from your Schwab account, navigate to Equity Awards and click on Knowledge Center.

The Charles Schwab logo appears. Schwab brand music plays.

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Own your tomorrow®

FOR GENERAL INFORMATIONAL PURPOSES ONLY.
This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, legal advisor, or investment manager. 

Schwab Stock Plan Services provides equity compensation plan services and other financial services to corporations and executives through Charles Schwab & Co., Inc. ("Schwab"). Schwab, a registered broker-dealer, offers brokerage and custody services to its customers. 

©2021 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.  CC4011786 (0121-0UDE)

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Ready to start? Read this first.

  • I'm new to equity awards and live in the U.S.

    Welcome! Before you can accept equity awards from your employer, you'll need to open a Schwab brokerage account. Take a look at the steps outlined in the section below.

  • I already have a Schwab account.

    Welcome back! As a Schwab client, you can link your equity awards to your existing Schwab One® brokerage account.

    To connect your accounts:

    • Click on the Open an Account button.
    • Verify your personal information.
    • Complete your registration.
  • I live outside of the U.S.

    Please visit our dedicated international page.

How to open your account.

If you're currently living in the United States, follow the steps below.

  • Step

    Gather personal information.

    We'll start by verifying your personal information. Be sure to include your full legal name.

    You'll need:

  • Step

    Select account features.

    Personalize your account features, including paperless options.

  • Step

    Review terms and conditions.

    Be sure to review the terms and conditions. After opening your account, log in at Schwab.com using your new credentials to view your equity awards and more.

     

For those living outside the U.S.

Visit our international employees page to learn more and watch a video on how to open an account.

Please note, if you are an international employee currently living in the United States, you should open a domestic account.

Why Schwab

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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.

Onscreen text:
Charles Schwab
1 (800) 654-2593
eac.schwab.com

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Brand music plays.

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Charles Schwab
Own your tomorrow®

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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)

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Why Schwab?

When you open a brokerage account with Schwab, you get more than just great people to talk to—you gain access to a whole lot of features, including:

  • Guidance and resources that are just a phone call away
  • No account opening or maintenance fees
  • Expert perspectives and proprietary research into today's markets
  • Satisfaction Guarantee1

Take a look at the benefits of being a Schwab client >

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