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Equity Award Center

Learn more about Schwab.

More new clients have come to Schwab through personal referrals than any other way.1

At the end of the day, that’s the true measure of our success.

Learn how to navigate Schwab.com and access 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.

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Manage your equity awards on the go.

Designed for the way you live, new mobile enhancements make investing easier.

Schwab mobile enhancements

Easier. Better. More control.

Learn more

Schwab Intelligent Portfolios™.

Pay no advisory fees, account service fees, or commissions3.

Learn More

Offered through Schwab Wealth Investment Advisory, Inc.

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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.

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Disclosure

1. Schwab Acquisition and Attrition Tracker, 2005–2012. Claim based upon new client surveys where "Recommendation/Referral" was consistently the top response as to the reason new clients opened a Schwab account.

2. 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.

3. Schwab Intelligent Portfolios charges no advisory fee. Schwab affiliates do earn revenue from the underlying assets in Schwab Intelligent Portfolios accounts. This revenue comes from providing advisory and other services for Schwab ETFs™ and providing services relating to certain third-party ETFs that can be selected for the portfolio, and from the cash feature on the accounts. Revenue may also be received from the market centers where ETF trade orders are routed for execution.

Tax-loss harvesting is available for clients with invested assets of $50,000 or more in their Schwab Intelligent Portfolios account. Clients must enroll to receive this service.

Accounts must maintain a minimum balance of $5,000 to be eligible for automatic rebalancing.

Schwab Intelligent Portfolios is made available through Schwab Wealth Investment Advisory, Inc. (SWIA), a registered investment advisor. Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. (CSIA). SWIA and CSIA are affiliates of Charles Schwab & Co., Inc. ("Schwab") and subsidiaries of The Charles Schwab Corporation.

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Schwab does not provide legal, tax, or compliance advice. Consult professionals in these fields to address your specific circumstance.

The material on this website is provided for general informational purposes.

The information on this website and that provided by the Equity Award Consultation Team are not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, legal advisor, or investment manager.

Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and wholly owned subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc., Member SIPC. Deposit and lending products and services are offered by Schwab Bank, Member FDIC and an Equal Housing Lender.

Schwab Stock Plan Services provides equity compensation plan services and other financial services to corporations and employees through Charles Schwab & Co., Inc. (“Schwab”). Schwab, a registered broker-dealer, offers brokerage and custody services to its customers.

© 2016 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
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