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 where you currently live) and your citizenship.
Next, you'll enter you employ ID and your Social Security number. You may have other required fields in this page as well.
And now you will be entering your personal details. Some field may be auto populated based upon the information provided by your company.
We want to be sure that it's you opening the account. So, you'll need to enter the code.
Now you'll get to set up your login ID and password that you'll need to access your Schwab accounts.
We need to know your physical home address and you may also include a mailing address.
You may add a trusted contact if you'd like.
This helps us to protect our clients from financial exploitation. 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.
Now we need your employment information.
For your work address please use an actual office location for your company, even if you work from home.
Just two more regulatory questions to answer here and most people will answer no to both of these questions.
You may set your paperless preferences and here you may choose to add checks and a debit card to draw upon any cash balance in your brokerage account.
We'll need you to agree to all our terms and conditions and then one final click of the continue button.
Congratulations! Here you'll find you Schwab One Brokerage account number. This account is connected to your equity awards. You may now login to your account at eac.schwab.com or use the Schwab mobile app.
We're here to assist you with any questions you may have.