Equity Award Center

Services to Suit Your Financial Needs

Schwab is a place where you can get the types of services and support you need, whatever type of investor you are. We provide high-quality advice and financial planning as well as access to prescreened independent investment advisors.

Retirement Accounts

Schwab provides options for:

Estate Planning Accounts

To protect and manage your trust assets, we offer:

Schwab One® trust account: Protect and manage your trust’s assets with a Schwab One trust account. Available for estates of any size and most kinds of trusts, this account has all the features of our regular Schwab One brokerage account—plus, it helps you prepare the way for easier management and protection of your assets after your death.

Schwab One® estate account: Combine the savings and convenience of a Schwab One account with the specific services you need as an executor.

Schwab Charitable™: A donor-advised account with Schwab Charitable allows donors to potentially realize the great tax benefits of charitable giving while flexibly supporting their favorite charities over time.

Education and Custodial Accounts

529 College Savings Plan: This state-sponsored, tax-advantaged investment vehicle maximizes funding for higher education.
Education Savings: This tax-deferred education savings plan can pay for primary, secondary, or higher education expenses.
Custodial Account: This brokerage account is managed by a custodian for the benefit of a minor. Assets may be used for education or any other purpose.

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Contact Us

Schwab Stock Plan Specialists are available by phone, Monday through Friday, 24 hours a day.

Outside the U.S.:
Call toll-free with an international dialing instructions.

Speak with a Schwab Stock Plan Specialist:


Monday through Friday, 24 hours a day

Outside the U.S.:
Call toll-free using our
international dialing instructions.

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