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.
Get StartedThings 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).
Get StartedIf 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.
Get Started
$4.95
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