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Equity Award Center

Advice & Guidance

Personal guidance is available to all Schwab clients, at no additional cost. Get the one-on-one help you need to make smart decisions with your money.

Schwab Consultations

As an equity award participant with Schwab, you may receive a complimentary consultation with a member of our Equity Award Consultation Team (EACT) and work with a personal Financial Consultant to help manage your investments, manage risk, and reduce taxes. Note: You may want to ask your company if EACT is available to you.

Your dedicated Participant Services Team is your first point of contact to help you get started and to connect you to a Financial Consultant. Whether you have one question or many, they can:

  • Answer general questions about your equity awards and brokerage account 
  • Schedule a complimentary one-on-one consultation 
  • Help you gain a deeper understanding of equity awards, such as the details of vesting and exercising options 
  • Connect you with equity award, equity compensation, and wealth management professionals
Call Participant Services at 800-654-2593, Monday through Friday, 24 hours a day

Financial Planning and Wealth Management Services

Schwab offers a range of financial planning guidance to meet your specific needs. Just looking for the basics? Get portfolio strategy and investment management guidance for upcoming life events. Have multiple equity award types? From cash management plans to tax-advantaged strategies, get comprehensive wealth management solutions for complex situations. Already have a financial advisor? Schwab can work with your current financial advisor to help provide a plan that works for both of you.


Planning

  • Financial planning and wealth management
  • Retirement, near retirement, or in-retirement planning
  • Trust and estate services
  • College savings

Investment Strategies and Solutions

  • Tax-efficient investment and charitable giving strategies
  • Managed account services
  • Advanced portfolio diversification strategies
  • Insurance and annuities

Equity Compensation Consultation

  • Value optimization of company stock options, restricted stock, and Employee Stock Purchase Plan (ESPP) shares
  • Profit maximization strategies
  • Target exercise price identification and strategy
  • Risk analysis of current asset allocation
  • Tax impact review

Comprehensive Planning

  • Current cash flow and net worth calculation and projections
  • Sustainable spending and savings strategies
  • Model allocation selection
  • Sensitivity analysis using Monte Carlo filtering
  • Risk analysis
  • Optimum retirement date selection and distribution strategy, as well as estate planning
  • Long-term care, including life insurance, disability insurance, and liability insurance

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:

800-654-2593

Monday through Friday, 24 hours a day

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

Find a branch

 

Helpful Links

Understand your Restricted Stock Units?

Explore vesting, options & more.

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