A white panel appears from the left side of the screen. This white panel stays throughout the video. On the right, we see a computer screen. On that screen is the Schwab Landing page and the account login header at the top is highlighted in blue.
Narrator [off-screen]: During open enrollment, enroll in your company's ESPP by logging into your account at schwab.com
Onscreen text: Log into your account.
Narrator [off-screen]: From the Account Summary page, click Equity Awards.
Onscreen text: Click Equity Awards.
A screen showing account totals comes forward and the background darkens slightly. Then we see the screen for the dashboard.
Narrator [off-screen]: That brings you to the Equity Awards dashboard. Under notifications, click Enroll.
Onscreen text: Click Enroll.
Narrator [off-screen]: A window will pop up where you can enter the percentage or dollar amount of your paycheck you want to contribute to your ESPP. Contribution amounts will vary by company.
Onscreen text: Enter contribution amount.
We see a screen pop up that shows text about contribution amounts. Behind it, the rest of the screen is darkened.
Narrator [off-screen]: Then, read and agree to the terms and click Enroll.
Onscreen text: Agree to terms and click enroll.
Narrator [off-screen]: A confirmation window will pop up letting you know you are enrolled.
A confirmation window pops up and the screen behind darkens slightly.
Onscreen text: Confirmation of enrollment.
Narrator [off-screen]: Once enrolled, you can change your contribution amount by clicking Manage ESPP from the dashboard of the Equity Awards Center.
Onscreen text: To change contribution amount, click Manage ESPP.
Narrator [off-screen]: Then click Change.
Onscreen text: Confirm change.
Screen scrolls to the bottom and a blue highlight circle covers the "Change" button.
Narrator [off-screen]: Enter the new amount you want to contribute and click update.
Onscreen text: Enter new amount and click Update.
A blue box comes in from the right and says "Check your plan for specific details about changing your contributions."
Narrator [off-screen]: You can withdraw from the plan at any time. From the Manage ESPP link, click Withdraw.
Onscreen text: Click Withdraw.
A blue box comes in from the right and says "If you choose to withdraw, and had accumulated money during the offering period, that money will be refunded (without interest) as soon as possible."
A blue bar sweeps across the screen as it turns white.
Narrator [off-screen]: Still have questions? Give us a call.
Still have questions?
To talk to a Schwab Stock Plan Specialist, call 800-654-2593.
International participants, call +1-602-355-3408.
Narrator [off-screen]: Or, from your Schwab account, navigate to Equity Awards and click on Knowledge Center.
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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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.
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