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Before you can accept equity awards from your employer, you'll need to open a Schwab brokerage account. Take a look at the steps outlined in the section below. Schwab will use the information you provide to communicate with you and to provide you with information about products and services you may be interested in. Schwab does not and will not sell your personal information to anyone, for any reason. Not all products, services, or investments are available in all countries.

Consider your individual circumstances prior to investing. Schwab offers a wide selection of investment products to help you build a diversified portfolio and reach your goals. Retirement plan, stock plan and compliance solutions for employers, including those offered through our affiliate Charles Schwab & Co., Inc. The sooner you activate your equity awards account, the sooner you'll be on your investing journey. Colorful circles start from the center of the screen and grow larger, one by one, giving the impression of going through a tunnel.
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Your relationship is solely with Advisor and not SPT. Your advisor will then review and make any adjustments before your money is invested. Provides the latest security measures to help protect your personal information. Schwab Retirement Plan Services, Inc. acts as the recordkeeper for plans with $10M+ in assets under management and Charles Schwab Trust Bank acts as your plan's custodian and trustee. A pop-up confirmation appears, verifying the woman wants to make an appointment with a Charles Schwab representative. The man and woman swim past underwater rock formations and different species of fish.
Whether you want advice or need a plan, helping you achieve your financial goals will be their priority. At our Tacoma Branch, you’ll find friendly, personalized help from an experienced team. Plus, you’ll have access to expertise, specialists, and insights to help you reach your own specific goals. Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. ("CSIA").
A Financial Consultant can help you get where you want to be.
Perspectives on market volatility provided by Charles Schwab & Co., Inc. Current market volatility represents unprecedented times for employers and employees to navigate. View resources from The Charles Schwab Corporation. Understanding these principles can help you reach your financial goals. We offer a broad range of investment options from leading asset managers across the industry, not just our own.

Simply follow the instructions to complete the account open process, and if you’re already a Schwab client you can use your existing account credentials to complete enrollment even faster. Answer a few straightforward questions from your advisor to help determine your investor profile. Use Plan Analytics to evaluate your retirement plan and the Plan Health Dashboard to dive even deeper. Residents are subject to country-specific restrictions. She emerges from the other side of the doorway while wearing a casual outfit.
Other sites for advisors, investment professionals, and employers:
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Fees and expenses will lower performance, and investors should consider all program requirements and costs before investing. Expenses and their impact on performance, conflicts of interest, and compensation that Schwab and its affiliates receive are detailed in the Schwab Intelligent Portfolios Solutions disclosure brochures. Options trades will be subject to the standard $0.65 per-contract fee. Service charges apply for trades placed through a broker ($25) or by automated phone ($5). Exchange process, ADR, and Stock Borrow fees still apply. See the Charles Schwab Pricing Guide for Individual Investors for full fee and commission schedules.
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This information is 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. We design our products and services with a goal of driving down costs, so investors have more money to invest. Discover more ways to help you achieve your financial goals. We offer complimentary workshops where you can learn about investing, trading, saving, and so much more. You don’t need to be a Schwab client to attend.
Before accessing directions to this branch, please note that this location does not provide walk-in services, so you'll need to schedule an appointment before visiting. We’ll be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice. We provide access to commentary and insights from Schwab experts and advice that is understandable, relevant, and actionable. If you use your Card to withdraw foreign currency from an ATM, or to pay for a purchase with foreign currency, Schwab Bank charges your account for the U.S. dollar equivalent of the transaction. Depending on the specific arrangements that are in place, the exchange rate will be determined by the bank at which you conduct the transaction, the network to which the ATM belongs, or Visa. Our financial planning tools and calculators give you quick answers to your financial questions.
As members of your local community, we welcome you and are committed to giving you transparent, straightforward answers to your questions. Member SIPC. Unauthorized access is prohibited. Check the background of Charles Schwab or one of its investment professionals usingFINRA's BrokerCheck. Get information about going independent with Schwab Advisor Services™or becoming an independent franchise owner through Schwab Franchise.
Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager. System availability and response times are subject to market conditions and your mobile connection limitations. Feature availability depends on both plan and participant settings. As a Schwab client, you can link your equity awards to your existing Schwab One®brokerage account.
Functionality may vary by operating system and/or device. ETFs at Charles Schwab & Co., Inc. ("Schwab") which are U.S. exchange-listed can be traded without a commission on buy and sell transactions made online in a Schwab account. Please see pricing guide for additional information.
Meet the experts behind Schwab's investing insights. Your advisor has chosen Schwab as the custodian for your account to help protect your assets and online information. After logging in, choose your investments and complete your beneficiary information.
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank , provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. Its banking subsidiary, Charles Schwab Bank, SSB , provides deposit and lending services and products.
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