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

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.

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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.

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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.

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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