Michael Schwab Account FAQ

In preparation for activating your company sponsored Michael Schwab brokerage account, we want to furnish you with the information you will need to access your grants and shares. In order to create your account, you will need the following information:

Legal Name
Social Security Number (US only)
Date of Birth
Home City
Home State (US only)
Employee ID (this will be distributed to you)
Please refer to the email you have received from [e-mail] for account registration details or contact HR to verify your personal details on file.

Please see the attached FAQ to help with setup of your account. We have attached a separate international guide for non-US employee setup.