First, log in to your account from eac.schwab.com.
Once you log in, you can view all of your Schwab accounts in one place.
To access your company's equity awards, you can either select Equity Awards from the Accounts tab, or use the hyperlink below your summary under the Employee Sponsored section.
If you have an equity award you need to accept, you'll see an alert in your notifications. Click Accept from your notifications to take action on your pending awards. This starts the process for you to accept your awards.
Next, download the grant agreement. This is required before you can move forward to accept your awards. You can read, save, or print the PDF of the grant agreement from this view.
Once you've downloaded and read the agreement, you can take action by clicking the Accept button.
Next, a screen will appear confirming your selection. To finish and exit, click Done.
To see awards you've accepted, select View Equity Details.
Click on the Accepted link for the award you want to view, and a screen will pop up showing when the grant was accepted. Your grant agreement will always be here for you to review or download. To exit, click Done.
If you have additional grants to accept, you'll need to complete this process for each one.
Have questions on grant agreement acceptance? Call us at 800-654-2593, available 24 hours, Monday through Friday. Or chat with us online.