![]() To find your equity plan transaction history, log in to your account, navigate to the Equity Award Center, click the My Equity Awards tab, and then select the History & Statements tab. Is my transaction history available from Schwab? Click “Sell Shares” to complete your transaction. Log in to your account, click on “My Trades,” and then click on “Place Order.” Select the appropriate shares and follow the prompts to provide trade order instructions. A representative will walk you through the process. If you are unsure how to trade online or have technical difficulties, contact Schwab. What if I need help trading online for the first time? Fees will not be charged for the maintenance of your account. Will Schwab charge a maintenance fee for my Schwab One brokerage account? To transfer assets from another financial institution, please contact us. You can move shares from any outside brokerage account to Schwab after opening your Schwab account. How do I transfer shares from another firm to my Schwab brokerage account? If you need clarification on your role, consult with your company’s legal department. How do I know whether I am a “Director, 10% Shareholder, or Policy-Making Officer” of a company?įor purposes of this question, “Director” does not refer to your job title at your company it refers to the Board of Directors and individuals who establish company policy (typically executive officers) and large shareholders. Read: Understanding W-8BEN Certification to learn more. If you relocate to another country with your employer, you’ll need to complete and sign a new W8-BEN form. ![]() Through the Schwab online account opening process, you’ll automatically complete this form. If you are a nonresident alien or foreign entity, you will need to fill out the W-8BEN to establish your foreign status for U.S. Please note that Schwab does not share this information with companies outside of Schwab. In order to comply with industry regulations, Schwab is required to ask these questions when opening a brokerage account. Why does Schwab require me to input personal information such as household income and investment holdings? Your city and state should be on file with your payroll department. What city, or city and state, should I enter?Įnter the city and state where you reside, not where you work-even if you are an international employee. You will need to enter nine zeroes (000000000). If you’re an international participant, please enter all zeroes (0) in this section. What is my Social Security number/TIN if I am an international participant? If there is a discrepancy, please contact your company’s HR representative. Note for employees outside the U.S.: You will want to ensure that the name you have on file with HR and with Schwab matches your name as captured in your other banking records. Your first name may contain your middle initial. If you don’t enter your name exactly as it is on file with HR or on your payroll stub, you won’t be able to complete the online account opening process. You must use your name as provided by your employer to Schwab Stock Plan Services. What name should I use to open my Schwab account? For more information about linking your awards to your existing Schwab One brokerage account, please contact us. ![]() If you have an existing brokerage account (individual or joint) with Schwab, you will be able to use that account, but other types of accounts (IRA accounts and PCRAs, for example) are not eligible. What if I already have an account with Schwab? based employees, Non‑U.S. employees click here.
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