Equity compensation can be a key part of building your wealth.
Discover a range of investing resources and solutions designed to help meet your needs on your terms.

Financial growth starts with having a solid foundation.
Build a stronger understanding of your finances and the opportunities available to you.
Investing basics
The 7 principles of investing: Fundamentals for success
By following some key principles of investing, you can potentially earn more over time, help protect yourself against significant losses, and stay focused on your plan.
7 good ideas for new investors
Successful investors tend to share a few similar habits regarding when and how they invest. Check out these seven ideas to get you thinking.
Managing a windfall
What to consider when coming into a windfall
Receiving a large sum of money can change your life immediately. And when you have a solid financial plan in place to manage it properly, it can also shape your future.
Next Steps
Make the most of your Schwab One® brokerage account
With your Schwab One brokerage account, it's easier than ever to manage investments. Learn more about how it works and why it's different from checking and retirement accounts.
Discover the many ways to invest with us.
Choose from options like self-directed investing, active trading, automated investing, and wealth and investment management solutions. Our modern approach to wealth management provides lots of flexible ways to invest with us.
Explore thematic investing to align your investments with what matters.
Thematic investing from Schwab can help you align your investments with personal interests and values. Our AI technology mines terabytes of data to help you discover companies that prioritize renewable energy, active lifestyles, specific passions—whatever interests you.
Streamline your financial life with automated investing.
Build and manage your portfolio with the help of our robo-advisors. Automated investing uses intelligent algorithms to simplify the investing processes by building, monitoring, and automatically rebalancing your portfolio—all based on your goals.
Next steps
Learn more about Schwab Intelligent Portfolios®
Build and manage your portfolio with Schwab Intelligent Portfolios, Schwab's automated investment advisory service. Our robo-advisor is designed to help you work toward your individual goals.
Unlock new financial possibilities with professional investment management.
Because your goals and financial situation are unique, we offer a range of advice programs, including:
- A variety of services, investments, account minimums, and monitoring levels—all catered to meet your specific goals
- A high-touch human experience centered around your needs
- A tailored and comprehensive wealth management strategy, backed by our Satisfaction Guarantee
Call 877-796-8006.
Have questions? We're here to help.
Call
If you live in the U.S., call 800-654-2593.
If you live outside the U.S., visit the Contact Us page to find your country's local number.
Our specialists are available Monday through Friday, 24 hours a day.
Chat
Log in to your account, head to the Equity Awards tab, and select the chat icon to be connected directly with a Stock Plan Services Specialist.
Access resources
Have questions about navigating your equity account? Searching for a specific form?
Visit our Videos & Forms page for helpful resources.