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.

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Financial growth starts with having a solid foundation.

Build a stronger understanding of your finances and the opportunities available to you.

Investing basics

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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.

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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.

Investing with equity compensation

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Including equity compensation in a financial plan

Equity compensation can be a significant source of income. Understanding the stock types and options you have, as well as when they vest and when and how they will be taxed, is important to seeing how they fit into your financial plan.

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What should you do with your employee stock?

Don't get confused by all the acronyms, tax issues, and timing decisions of your equity compensation. Learn about employee stock and what you can and should do with it.

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Why overconcentration is risky—and how to avoid it

See why being overly concentrated in a stock is risky for your portfolio. And find out how diversification can help to protect you from significant losses.

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4 common biases that affect financial decisions

Emotional biases like loss aversion and overconfidence can have a negative impact on your financial decisions. Clear goals and objective advice can help.

Managing a windfall

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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.

Robo-advisor basics

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An introduction to robo-advisors

Robo-advisors are rising in popularity, but how do they work—and how can they be personalized to help you meet your specific goals?

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If it isn’t an actual robot, what is it?

Find out what robo-advisors are and how people are using them to help with building wealth.

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How do robo-advisors work?

Discover how answering a few questions can help get you started working with a robo-advisor to build your financial future.

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Robo-advisors: A better way to invest

Learn more about building a diversified investment portfolio—and how a robo-advisor can help.

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.