What is Schwab Complete Account Access?

  • A consolidated view of your Schwab, Equity Award Center and SchwabPlan accounts
  • Single sign-on to access all of your accounts with one password
Schwab Complete Account Access Screenshot

What do I need?
Simply log in with your Login ID. You may then select the accounts you wish to view in your Account Summary. If you use an account number to sign in, enter it during the login process and you will be guided through the brief process of selecting a Login ID.

Equity Award Center users:
Upon login, you will see the "Equity Award Overview" page—a summary of your equity compensation. Click on the "Schwab Account Summary" link in the "QuickLinks" box to view an overview of your relationship with Schwab, including brokerage, equity compensation, and retirement accounts.

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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