Overview Stock Plan Services Stock Plan Services
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Schwab Complete Account Access

Participants can view all of their investing relationships with Schwab in one place, Schwab Complete Access.

Complete Account Access features

  • Check retirement savings in a Schwab-serviced 401(k) or other retirement account
  • Track all Schwab brokerage accounts and Employee Stock Purchase shares
  • A single login to access multiple Schwab sites

Complete Account Access benefits

Convenience

With a single login, participants can easily get a comprehensive view of their company benefits and personal investments.

Motivation

More frequent exposure to account summaries and one-click access to full account detail and transaction functions can encourage more active participation in your benefit programs.

Appreciation

With a summary of both company and personal assets, participants can more easily see the important role your company benefits play in their overall financial picture.

Co-Sourced Administration

Whether you choose to completely outsource your administration to Schwab or retain certain functions in-house, Schwab Co-Sourced Administration makes it easy to build the right solution for your company.