Charles 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.
Or scroll through it below
Make the moving parts easier to see
Employee trading plans involve timing, approvals, and a lot of moving parts. The explainer video breaks the process into a clear, step-by-step walkthrough that shows how everything connects.
We carried the same approach through to the landing page—creating a clearer entry point where employees can understand the plan, find the right resources, and take the next step.