Welcome Amazon.com Associates

Getting Started

If you are new to Schwab, you will need to open a brokerage account to trade your restricted stock units (RSUs) or stock options. As an existing Schwab client, you may be able to use your current brokerage account to transact your RSUs or stock options.

• I'm New to Charles Schwab
• I'm an Existing Schwab Customer

New Clients

Online account application

You may open a Schwab account online to gain instant access to your restricted stock units (RSUs) or stock options and all the features of Schwab Equity Award Center® and schwab.com. During this short process you will be required to verify your identity; please have your six-digit Amazon.com ID ready before you begin. Click here to begin.

This process is available for both US and international employees; you will automatically be guided through the appropriate steps.

Paper-based account application

If you prefer, you may open your account through a paper-based process.

a. Online

• US employees: Download Schwab One. Account Application/Employee Stock Option Exercise and Equity Award Agreement.

  Download a checklist for completing the US/Domestic application.

• International employees: Download International Schwab One. Application, W-8BEN, & Employee Stock Option Agreement.

  Download a checklist for completing the International application.

• Print, complete and return the form to Schwab.

b. Mail or Fax

• Call Schwab at 1-800-654-2593
• The representative will mail or fax the Employee Stock Option Agreement Form to you per your instructions.

2. Completed forms should be mailed or faxed back to Schwab at the address below.

IMPORTANT NOTE: International applicants who choose to fax their application to Schwab MUST follow up with the original in the mail. If Schwab does not receive your original application your account may be subject to restrictions and/or backup tax withholding.

Existing Schwab Customers

As a current Schwab customer, you may be able to use your existing brokerage account* to trade your restricted stock units (RSUs) or stock options. If you have a qualifying account, you must only complete an Employee Stock Option Exercise and Equity Award Agreement; this is a shorter process than opening a new account, but it is exclusively paper-based, as outlined below.

*Eligible Account Types: Individual Schwab One or brokerage account may be used to exercise your employee stock options. Joint Schwab One or brokerage accounts may be used by US employees to exercise your employee stock options. Account types that cannot be used to exercise your employee stock options include, but are not limited to, Individual Retirement Accounts (IRAs), Personal Choice Retirement Accounts (PCRA) Partnerships, Limited Liability Corporation (LLC), Custodial, Corporate or 401(k). If you are unsure of your account eligibility, please contact a Schwab representative at 1-800-654-2593.

Link your existing account via an online process:

You may be eligible to use your existing account for your equity awards if your company provides us with information to verify your identity.

Complete a paper-based account application:

1. In order to utilize your existing Schwab account, you will need to obtain a Stock Option and Equity Award Agreement. This form may be obtained online, by fax or by mail.

a. Online

• Download Employee Stock Option Exercise and Equity Award Agreement
• Print, complete and return the form to Schwab.
• You may download our Transfer of Assets form if you wish to consolidate assets at Schwab from any other broker.

b. Mail or Fax

• Call Schwab at 1-800-654-2593
• The representative will mail or fax the Employee Stock Option Agreement Form to you per your instructions.

2. Completed forms should be mailed or faxed back to Schwab at the following address: