Gentle music plays.
A blue bar scrolls up and the title appears.
Onscreen text:
Restricted Stock Units:
Selling Your Shares
The blue bar sweeps to the right. When it sweeps back to the left, it reveals the image of a laptop computer. The laptop screen displays a Schwab login page on which a user name and asterisked password are entered.
Onscreen text:
Find Your Shares
Log into your account at schwab.com.
Female narrator: To find your shares, log in to your Equity Award Center account by going to Schwab.com.
Tempo of music increases.
The blue bar sweeps right and then left to reveal new copy. The laptop screen now displays an Equity Awards page, which scrolls down to highlight the number of shares owned.
Onscreen text: .
Find Your Shares
Click Accounts tab, then Equity Awards subtab.
Narrator: Click the Accounts tab, and then the Equity Awards subtab, where you'll see the number of shares you own.
The blue bar sweeps right and then left to reveal new copy. The laptop screen displays a Stocks & ETFs page.
Onscreen text:
Sell Your Shares
Click Trade tab, then Stocks & ETFs subtab.
Narrator: When you're ready to sell, click the Trade tab and then the Stocks & ETFs subtab.
The blue bar sweeps right and then left to reveal new copy. On the laptop screen, a trading window opens, and the information mentioned by the narrator is filled in.
Onscreen text:
Sell Your Shares
Enter company ticker symbol. sell action and quantity.
Narrator: Enter your company's ticker symbol, select the Sell action, and then enter the quantity of shares you want to sell.
The blue bar sweeps right and then left to reveal new copy. On the trading window shown on the laptop screen, information appears that explains what a limit order and a market order are.
Onscreen text:
Sell Your Shares
Select order type.
Narrator: Next, designate an order type. If you don't choose the Market Order, you'll need to choose the timing of the order instead.
The blue bar sweeps right and then left to reveal new copy.
Onscreen text:
Sell Your Shares
Or select timing.
The blue bar sweeps right and then left to reveal new copy. On the trading window shown on the laptop screen, information about the order is displayed.
Onscreen text:
Sell Your Shares
Click Review Order.
Narrator: Click Review Order to verify that everything is correct.
The blue bar sweeps right and then left to reveal new copy. On the trading window shown on the laptop screen, the Place Order button is selected.
Onscreen text:
Sell Your Shares
Click Place Order.
Narrator: If it looks good, click Place Order.
The blue bar sweeps right and then left to reveal new copy. On the trading window shown on the laptop screen, the Order Received information is shown, and the order number is highlighted.
Onscreen text:
Finalize Sale
Find your order number.
Narrator: After it's finalized, you'll receive an order number.
The blue bar sweeps right and then left to reveal new copy. The laptop screen now displays the Accounts page, on which account balance information is shown.
Onscreen text:
Finalize Sale
Click Accounts tab to view cash deposit.
Narrator: Once the cash is deposited into your account, it will appear in the Accounts tab within three business days of the trade.
The blue bar sweeps right and then left to reveal new copy.
Onscreen text:
Still have questions?
To talk to a Schwab Stock Plan Specialist, call 800-654-2593.
International Participants, call +1-602-355-3408.
Narrator: Still have questions? Give us a call…
Tempo of music slows, and gentle music again plays.
The blue bar sweeps right and then left to reveal new copy.
Onscreen text:
Still have questions?
Or, from your Schwab account, navigate to Equity Awards and click on Knowledge Center.
Music stops.
Narrator: Or, from your Schwab account, navigate to Equity Awards and click on Knowledge Center.
Brand music plays.
The blue bar sweeps right and then left to reveal new copy.
Onscreen text:
Charles Schwab logo
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, or investment manager.
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.
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