Why choose Schwab Stock Plan Services?

Schwab is dedicated to simplifying equity award transactions. We have a team of experts to serve your needs via phone, while our Web site, Schwab Equity Award Center™, enables you to learn about, model and transact your equity awards online, 24x7. In addition to completing your transaction, Equity Award Center allows you to:

  • Access premium content covering all forms of equity compensation, including seminars and hundreds of third-party education and strategy articles...and more.
  • View your available awards and use modeling calculators to find out what they're worth...today, and in the future
  • .
  • Stay up-to-date on your account and company plan information with account alerts.

What do I need?
Many companies allow their employees to exercise their stock options and other equity awards with their choice of brokers. If you are unsure, you should contact your stock plan administrator or a Schwab representative at 1-800-654-2593.

If you already know that your company allows you to work with Schwab, you may find out if you are eligible for instant access to Equity Award Center. Participants of some companies may be able to sign up online and complete same-day sale of stock options. You may also click here for step-by-step account opening instructions.

Schwab Equity Award Center Screenshot

Contact us
Call 1-800-654-2593 to reach a Schwab Stock Plan Services Representative. They are available from 9am to 9pm Eastern Time, Monday through Friday. All representatives are licensed and capable of helping you with all of your equity compensation and investment needs.

Ready to open your account?

For Assistance Call:

  • Employee Stock Options and Equity Awards/Stock Plan Services: 1-800-654-2593
  • Schwabplan: 1-800-724-7526
  • PCRA: 1-888-393-7272
  • Brokerage: 1-800-435-4000

Stock Plan Services Representatives are available from 9am to 9pm Eastern Time. Monday through Friday. All representatives are licensed and capable of helping you with all of your equity compensation and investment needs.

(International clients may access toll free numbers by first dialing an AT&T Direct Dialing Code)

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