Summary Page
-When you're ready to sell the vested shares in your Schwab brokerage account, click the Trade tab and then All-In-One Trade Ticket.
All-in-One Trade Ticket
-Ensure your individual account is selected in the blue account box.
-Enter your company's ticker symbol. The trade ticket will show the number of shares you have available.
-Select the action of Sell
-You'll enter the quantity of shares you want to sell.
-Confirm the cost basis method, which is the order that shares are sold, and you may change this method by clicking on the link.
Text overlay: Cost basis method determines which shares are sold.
-Next, designate your order type.
- Market orders sell shares at the best price available price when the order reaches the marketplace.
Text overlay: Market orders sell shares at the best price available price when the order reaches the marketplace. - Limit orders allow you to set the lowest price at which your shares can be sold.
Text overlay: Limit orders allow you to set the lowest price at which your shares can be sold.
-Click Review Order. Here, verify that everything is correct.
Place order screen
-No commissions are charged when you place the order on schwab.com or the Schwab mobile app.
-If the order is correct, click Place Order.
Summary Page
-The cash will be settled in your Schwab brokerage account on the business day after the trade is executed.
-If you still have questions or want help entering the trade order, you can chat or find the phone number to call us under this Support menu.