Open a Schwab One brokerage account to access your equity awards.
How a Schwab One brokerage account works for you today and every day.
What are your financial goals? Retirement? College tuition? A new home? A second home? A Schwab One® brokerage account is an investment account that can help you work toward your goals by enabling you to manage, buy, and sell equity such as stocks, bonds, mutual funds, and exchange-traded funds (ETFs).
- No minimum account balance required
- Zero monthly service fees
- Access to financial professionals anytime, as well as support at your local branch
- Access to financial planning tools
- Ability to manage your account on the go with the Schwab Mobile app.
- Satisfaction Guarantee1
Ready to start? Read this first.
I live in the U.S. and need a Schwab Brokerage account.
Before you can accept equity awards from your employer, you need to open a Schwab One brokerage account. Take a look at the steps outlined in the section below.
I live in the U.S. and already have a Schwab account.
As a Schwab client, you can link your equity awards to your existing Schwab One brokerage account.
To connect your accounts:
- Click on the Open an Account button.
- Verify your personal information.
- Complete your registration.
I live outside of the U.S.
Please visit our dedicated international page.
How to open your account if you live in the U.S.
If you're currently living in the U.S., follow the steps below.
StepSelect account features.
Personalize your account features, including paperless options.
StepReview terms and conditions.
Be sure to review the terms and conditions. After registration, log in using your new credentials to view your equity awards and more.
If you have trouble accessing the account process online, please see the paper form here >
Open an account - US
Open an account - US
Light music plays throughout.
Open Your Account:
Narrator [off-screen]: To open an account, visit the Schwab Equity Awards Center link provided by your employer and click Open an Account.
Visit the Schwab Equity Award Center and click Open an Account.
A laptop displaying the Equity Awards Center webpage appears.
Narrator: Enter your company ticker symbol, residency status, and citizenship.
Enter company ticker symbol, residency status, and citizenship.
The laptop screen changes to display the page where a client can set up a new Schwab One Individual Brokerage account. As the narrator explains the steps to open an account, the screen scrolls to display each step.
Narrator: Then, enter your employee ID and Social Security number.
Provide your employee ID and SSN.
A blue box appears under the pop-up containing the text "If you already have a Schwab account, this is where you'll be given the option to link it to your Equity Awards account."
Narrator: Fill in your personal details to create your profile.
Create your profile.
Narrator: Then, choose your login ID, password, and security question.
Choose your login ID, password, and security question.
Narrator: Provide your current address and phone number…
Provide your address and phone number.
Narrator: …and employment and financial details.
And employment details.
Narrator: Next, check the boxes of the account details that apply to you.
Confirm account details.
Narrator: Enter your preferences for optional account features.
Enter your preferences.
Narrator: Review documents, agree to terms, and click Submit.
Review and submit.
Narrator: Make a note of your new account number.
Note your new account number.
Narrator: Within 48 hours, you'll be able to log in and view a detailed breakdown of your equity awards.
View a breakdown of your equity awards.
Narrator: Still have questions? Give us a call.
Still have questions?
To talk to a Schwab Stock Plan Specialist, call 800-654-2593.
International participants, call +1-602-355-3408.
Narrator: Or, from your Schwab account, navigate to Equity Awards and click on Knowledge Center.
Or from your Schwab account, navigate to Equity Awards and click on Knowledge Center.
The Charles Schwab logo appears. Schwab brand music plays.
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, legal advisor, or investment manager.
Schwab 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.
©2021 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CC4011786 (0121-0UDE)
A step-by-step guide to opening a U.S. account.
How to open your account if you live outside the U.S.
Visit our international employees page to learn more and watch a video on how to open an account.
Please note, if you are an international employee currently living in the U.S., you should open a domestic account.