Welcome to the Equity Award Center®.
- Get started by opening a new Schwab One® brokerage account or by linking your existing Schwab brokerage account to your equity awards. Account opening and access to your equity awards will be immediate in most cases.
- Enroll in Schwab MoneyLink® to set up online transfers to help you easily move money between your Schwab accounts and your accounts with other financial firms (U.S. participants only).
- Check out Schwab One brokerage account features.
Before you can decide on your trading strategies, you need to understand your financial goals. We encourage you to schedule an in-person appointment with a Financial Consultant to see the impact your new assets will have on your taxes, net worth, cash flow, and more.
If you don't have a Financial Consultant, please visit to find the branch closest to you.
Open an AccountThings to consider before you trade:
- Determine if you will trade using Schwab.com or by working with a Financial Consultant or a Schwab Stock Plan Specialist.
Understand the different trading order types:
- What is a market order?
- What is a limit order?
- What is a stop order?
- Understand sell/trade order execution
When you have vested or deposited shares in your account, you can exercise, trade, sell, or hold shares. Here’s how it works:
- Shares settle or vest in your Schwab One® brokerage account.
- Trade and reinvest, sell and transfer shares/cash out, or hold your stock. (Be sure any applicable trading windows are open.)
Learn ways to transfer money after trades are executed.
- If you exercised or sold your stock, it will take three days to settle your trade before you will be able to trade or reinvest the proceeds and transfer money to a different account. Funds are not available until after the trade date plus three business days. On the fourth day, proceeds are available.
- After you log in, you can view your stock, trade confirmations, and stock proceeds on Schwab.com.
- Trading window closes (be sure to cancel any open orders before the trading window closes).
Open an AccountIf you exercised or sold stock, review your plan for reinvesting or work with a Financial Consultant to put your plan into action.
If you plan to move money to a different account, you can go to Schwab.com to request:
- A wire transfer
- A check
- An online transfer
Learn how you can move money into or out of Schwab.
Open an Account
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