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Investing 101

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Equity landed you in the world of investing. Unlike a cash bonus or raise, equity is an investment in the future of your company. And, sure, you could treat it like a bonus and cash out your shares at the first opportunity. But you could also hold onto your investment so it has the potential to grow or reinvest a portion to build a diversified portfolio.

Manage it all with your Schwab One® brokerage account

The brokerage account where you manage your equity unlocks tons of possibilities. You can use it to manage your company shares as well as start to invest in other companies and explore different types of products or investments.

Whether you want to invest on your own, get started with automated investing, or work with a financial advisor, we're here to guide you through the basic principles of investing and give you a clear path with actionable next steps.

Why invest

Learn about the advantages of investing and the power of compound growth.

Learn more

How to invest

Discover a five-step action plan to set yourself up for success, starting with setting your goals.

Learn more

Start investing

Check out ways to get started, including placing trades, building a themed portfolio, working with an advisor, and more.

Learn more

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.

This information does not constitute and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Charles Schwab Investment Management, Inc. does not represent that any particular tax consequences will be obtained. Before executing any tax strategies ensure you understand the technicalities and certain risks including unintended tax implications. Investors should consult with their tax advisors and refer to the Internal Revenue Service ("IRS") website at http://www.irs.gov about the potential tax consequences.

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