Open an Account - US

Transcript of the video:

Light music plays throughout.

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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.