Schwab Corporate Services: Other Schwab Financial Services

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Other Schwab
Financial Services

As a Amazon.com employee, you're entitled to some special offers from Schwab. Below you will find more detailed information about the breadth and depth of services we offer to suit your needs. Follow the links below to learn more about any of our products, or call 1-800-654-2593.

Low Schwab fees
A full-featured Schwab One® account with no quarterly maintenance fees
Services for all your financial needs
Special offers for Amazon.com employees

Reduced fees for Amazon.com employees!

Trades of Amazon.com stock:

Online through Schwab Equity Award Center™: $19.95 plus $0.015 per share for orders over 1,000 shares
Live-broker: $24.95 plus $0.05 per share for orders over 599 shares

A full-featured Schwab account, with no minimum balance.¹

As an Amazon.com employee, you can open a Schwab One account with access to a wide variety of tools and research. At your fingertips, you'll have First-rate decision-making tools from the Schwab Center for Investment Research®, plus Schwab Equity Ratings® for guidance on buying and selling stocks and the Schwab Mutual Fund OneSource Select List™², a concise list of carefully pre-screened mutual funds.

You'll receive Schwab's competitive commissions of $19.95 for online equity trades for the first 1,000 shares plus $0.015 for each additional share.

Active Traders may qualify for fees as low as $8.95.

Services to suit all your financial needs.

Schwab is a place where you can get the types of services and support you need, whatever type of investor you are. If you trade actively today, we provide access to the latest technology. If you're comfortable investing largely on your own, we offer self-help tools, educational resources and great service and support. And if you're looking for more help, we provide high-quality advice and financial planning as well as access to prescreened independent investment advisors.

Learn more about the wide range of accounts Schwab offers to meet all your financial needs, including individual retirement, estate planning, education & custody.

Retirement Accounts
Schwab provides options for:

Estate Planning Accounts
To protect and manage your trust assets, we offer:

Schwab One® Trust account: A self-trusteed brokerage account with the same investing advantages as our Schwab One account
Schwab One Estate account: Combine the savings and convenience of a Schwab One account with the specific services you need as an executor
Charitable Gift account: A strategic, tax-advantaged account to fund a future of charitable giving for you and your family. ($10,000 minimum to establish)

Education & Custodial Accounts

529 College Savings Plan: This state-sponsored, tax-advantaged investment vehicle maximizes funding for higher education.
Education Savings: This tax-deferred education savings plan can pay for primary, secondary or higher education expenses.
Custodial Account: This brokerage account is managed by a custodian for the benefit of a minor. Assets may be used for education or any other purpose.

Learn more about Home Loans and Lines of Credit through Schwab Bank.

Receive advice tailored to your specific needs.

At Schwab, we recognize one size does not fit all. For those times when you need help making the most of your investments, Schwab has an innovative program designed for you -- whether you're just starting out, want a one-time actionable consultation, or have complex financial needs requiring a personal, ongoing relationship with an advisor.

Amazon.com employees receive a 25% discount on two premier, personal, one-time consultations:

Schwab Equity Compensation Consultation™³, featuring personalized advice and actionable recommendations to help you maximize your company stock and associated equity awards
Schwab Personal Financial Plan™³: A detailed plan of action tailored to your financial needs - a one-time comprehensive financial planning consultation.

Click here to learn more about Schwab One-time advice offers, or call 1-866-671-2331.

Schwab's ongoing advice:
Whether you're just starting out or you're a seasoned investor, Schwab has the right advice services to suit your needs.

Advised Investing Foundational
An easy-to-maintain, mutual fund-oriented investment strategy with specific buy/sell recommendations tailored to help meet individual goal, including annual phone-based portfolio consultation and ongoing advice as needed from Schwab's advice team.

Schwab Advisor Network®⁴ Full-time, proactive portfolio management as well as expertise in financial and estate planning, tax strategy and wealth management , featuring one-on-one consultations with your personal advisor as needed; expert, customized financial guidance across all financial situations

Click here to Get Started Today.

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Please feel free to contact one of our Participant Services Representatives with any questions you may have at
1-800-654-2593. All
representatives are licensed and capable of helping you with all of your equity compensation and investment needs. (International clients may access this toll free number by first dialing an AT&T Direct Dialing Code).

1 Day | 5 Day | 6 Mo | 1 Yr | 3 Yr | 5 Yr

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1 Additional services subject to availability based on country of residency and citizenship.

2 Charles Schwab & Co., Inc. (member SIPC) receives remuneration from fund companies in the Schwab Mutual Fund OneSource™ program for recordkeeping and shareholder services, and other administrative services.

3 Investment advice is solely incidental to Schwab's broker-dealer services. Financial planning is a separate Schwab investment advisory service.

4 Network member advisors are independent and are not employees or agents of Schwab. Schwab prescreens advisors and checks their experience and credentials against criteria Schwab sets, such as years of experience managing investments, amount of assets managed, professional education, regulatory licensing, and business relationship as a client of Schwab Institutional. Advisors pay Schwab fees to be members. Schwab does not supervise advisors and does not prepare, verify or endorse information distributed by advisors. Investors must decide whether to hire an advisor and what authority to give him/her. Investors, not Schwab, are responsible for monitoring and evaluating an advisor's service, performance and account transactions.

Charles Schwab Corporate & Retirement Services (SCRS) provides services to retirement plan sponsors and participants. SCS also provides equity compensation plan services and other financial and retirement services to corporations and executives. Charles Schwab & Co., Inc. (Member SIPC) is a registered broker/dealer, offering brokerage and custody services to its customers. These entities are affiliates of each other and are wholly owned subsidiaries of The Charles Schwab Corporation.

Amazon.com, Inc. is not affiliated with Charles Schwab.