Schwab Workplace Services
What’s an employee trading plan, and how does it work?
Answering a common question for employees with stock options
We simplified a heavy set of employee trading plan rules into something people could actually use. Just the essentials—what’s allowed, when it applies, and how to stay within the rules.
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We also updated the landing page to match—so employees get a clear explanation from the first place they land. It now lays out what the plan is, what it makes possible, and what to do next.