From eac.schwab.com, click Open an account to start the account application.
You'll begin by entering your company's ticker symbol, your country of residence, which is the country where you currently live for more than half the year, and your citizenship.
Next, you'll enter your first and last name as it appears on your employer's payroll system and your employee ID.
You may have other required fields on this page as well.
You'll see the other information you need to have available for the application.
Agree to the statements about opening and using an international account.
These may vary based upon the country where you live.
And now you'll provide your personal details.
Some fields may be auto-populated.
Use this known by another name field to enter your legal name that appears on your passport or government ID.
Please do not include a zero at the beginning of your phone number.
As this may interfere with receiving authorization codes, enter your ID information.
If you do not have a valid passport, you may be able to provide another government ID.
This identification document may need to be uploaded later in the process, and the preferred document is 1 issued by your current country of residence.
We want to be sure it's you opening the account, so you'll enter the access code sent to your company e-mail address.
Now you get to set up your login ID and password that you will use to access your Schwab accounts.
We will need your physical home address in the country of residence you selected, and you may include a mailing address as well.
Depending on the address information you enter, you may be prompted later to provide additional details.
We are required by our regulators to ask these questions.
Since you're opening an account because you have equity compensation with your company, you may select the responses of general purposes and salary, wages, or savings and any others that may apply.
Now you'll provide your employment information.
For your work address, please use your employer's street address within the local country where you conduct your work.
If there is no office location in your local country and you work from home.
You will use your physical home address, including the building and unit number.
Just two more regulatory questions to answer here, and most people will answer no to both.
Depending on the country where you live, you'll get a message letting you know if you're eligible for either a fully featured account or a limited purpose account.
And here you'll see the features of the account.
You can set your paperless preferences for what you receive from Schwab.
You'll need to agree to all our terms and conditions if you are opening the fully featured account.
You should now upload a copy of the ID for which you provided the details earlier in the application.
Congratulations, your account is open and connected to the equity awards from your company.
Your next step is clicking on this button to complete the form W8B EN.
We're always here to assist you with any questions you may have.
You may call us at 602 355-3408 or find international dialing instructions at eac.schwab.com/contactus.