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Start with equity, then grow from there.

We're more than just a group of friendly people—we're a group of friendly AND knowledgeable people who combine human expertise, smart technology, and education to help you:

  • Get the most from your equity awards
  • Organize your finances
  • Create a financial plan
  • Build a foundation for your financial goals
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Don't have an account? Get started today

With Schwab, you'll have access to a lot of benefits.

Now that you have a Schwab account, let's make the most of it. 

If you're a U.S. resident, your Schwab brokerage account is considered "fully featured," which allows you to use it to purchase other assets. If you're a non U.S. resident, you may be eligible to upgrade to a fully featured account. Speak with a dedicated specialist to learn how to upgrade your account.

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    So what is equity and what do I do with it?

    Stock awards are an integral part of your financial picture that can help you achieve your financial goals. Take a moment to explore our Knowledge Center. You'll find tutorials and valuable information on vesting and other equity-related topics. Please note, not all products, services, investments, or account features are available in all countries or with Limited Purpose accounts.

    Explore the Knowledge Center
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    Make a plan and stick to it.

    When you have a plan, it can help you reach your goals. That financial plan can mean the difference between success and failure. Whether you have a little to invest, or a lot, you can take control of your financial future to help you reach your goals.

    Log in to get your complimentary plan
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    Choose how you want to invest.

    Choose to trade on your own or establish a separate account to use our robo-advisor for automated investing. Your investment options will always be on your terms.

    See how to invest with us beyond equity

Schedule your complimentary consultation

Once you have equity awards, schedule a time to chat with the Equity Award Consultation Team1. We're ready to provide answers and guidance so that you can make the decisions that are right for you.

Our Equity Compensation Planner can:

  • Answer questions and provide education about equity award holdings
  • Help with understanding award milestones such as vesting and expiration
  • Help you access your financial goals
  • Assess your financial goals
  • Recommend action steps and provide a customized strategy

Please note, we are currently only able to offer this service to Schwab clients living within the United States.

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You have access to more than equity awards.

Every Schwab account comes with investment help and guidance. With this account, you'll also get:

  • An easy way to trade stocks, bonds, ETFs, mutual funds, CDs, and more
  • Access to professional-level proprietary and third-party research and tools
  • Expert perspectives on today's markets
  • Easy access to your money with a Visa® debit card, checks, online bill pay, and fund transfers
  • Freedom to manage your money and deposit checks from anywhere using Schwab Mobile DepositTM
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Equity Award Center

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1. Financial planning [and Equity Compensation Consultations] is [are] conducted by employees of Charles Schwab & Co., Inc. ("Schwab"). Schwab is a registered Investment Advisor and wholly owned subsidiary of The Charles Schwab Corporation. While Schwab Equity Compensation Services are complimentary, the implementation of any recommendations made in the course of these services may result in trade commissions or other fees, charges, or expenses.

Information provided by the Equity Award Consultation Team is not intended to be a substitute for specific individualized tax or legal advice. Where specific advice is necessary or appropriate, please consult a qualified tax or legal advisor.

If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. ("Schwab") or Charles Schwab Bank, SSB ("Schwab Bank"), as applicable, will refund any eligible fee related to your concern. Refund requests must be received within 90 days of the date the fee was charged. Two kinds of "Fees" are eligible for this guarantee: (1) "Program Fees" for the Schwab Private Client ("SPC"), Schwab Managed Portfolios™ ("SMP"), Schwab Intelligent Portfolios Premium™ ("SIP Premium"), and Managed Account Connection® ("Connection") investment advisory services sponsored by Schwab (together, the "Participating Services"); and (2) commissions and fees listed in the Charles Schwab Pricing Guide for Individual Investors or the Charles Schwab Bank Pricing Guide.

For more information about Program Fees, please see the disclosure brochure for the Participating Service, made available at enrollment or any time at your request. The Connection service includes only accounts managed by Charles Schwab Investment Management, Inc., an affiliate of Schwab. The guarantee does not cover Program Fees for accounts managed by investment advisors who are not affiliated with Schwab or managed by Schwab-affiliated advisors outside of the SPC, SMP, SIP Premium, and Connection services.

The guarantee is only available to current clients. Refunds will only be applied to the account charged and will be credited within approximately four weeks of a valid request. No other charges or expenses, and no market losses will be refunded. Other restrictions may apply. Schwab reserves the right to change or terminate the guarantee at any time.

The Schwab Mobile Deposit™ service is subject to certain eligibility requirements, limitations, and other conditions. Enrollment is not guaranteed, and standard hold policies apply. Requires a wireless signal or mobile connection.

CC4165910

(0321-0WST)
Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. ("Schwab") (Member SIPC), is registered by the Securities and Exchange Commission ("SEC") in the United States of America and offers investment services and products, including Schwab brokerage accounts, governed by U.S. state law. Schwab is not registered in any other jurisdiction. Neither Schwab nor the products and services it offers may be registered in your jurisdiction. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.

Not all products, services, or investments are available in all countries. Nothing on this website is an offer to sell or a solicitation of an offer to buy securities, products or service, by any person or entity in any jurisdiction or country where such distribution or us would be contrary to law or regulation. EU-U.S., UK Extension, Swiss-U.S., Data Privacy Framework.

© 2025 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored.

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