Narrator [off-screen]: To open an account from outside the U.S., visit the Schwab Equity Awards Center link provided by your employer and click Open an Account.
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.
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 first name, last name, and employee ID.
Enter your name and employee ID.
A blue box appears 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: Next, fill in personal details and select your form of government ID.
Fill in personal details and form of government ID.
Narrator: Create your own login ID, password, and security question.
Create your login ID, password, and security question.
Narrator: Then provide your current legal home address—not your employer's address—and phone number…
Provide your address and phone number.
Narrator: …followed by your employment and financial details.
Enter your employment and financial details.
Narrator: Next, check the appropriate boxes to provide additional details about your account.
Choose additional account details.
Narrator: Select the right account for you.
Select the right account for you.
Narrator: From there, enter your preferences for account features.
Enter account preferences.
Narrator: Review the terms, then click Submit.
Review and submit.
Narrator: Within 48 hours, you'll be able to log in and view a detailed breakdown of your equity awards.
View a breakdown of your equity awards.
Narrator: Next, you'll need to complete the W8-BEN tax form. Watch our video that takes you step by step through the process.
Next: You'll need to complete the W8-BEN tax form. Watch our video that takes you step by step through the process.
Narrator: 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: 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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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.