Charles Schwab: Stock Plan Services: Administrators: Custom Stock Grant Management

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Stock grant management solutions for administrators and participants

Schwab makes managing stock grants simple for both administrators and participants via Schwab EquiView®, Schwab StockPlanManager® and Schwab Equity Award Center®.

For administrators

Schwab EquiView — Administrators, manage stock grants with the most advanced recordkeeping system in the industry.

Tracks participant location at grant, vest and exercise
Full audit capabilities for grant activity, movement and all changes to data
Single-step true-up capability for highlighting data differences
Valuation and assumption reporting at grant, tranche and group levels
Original grant vesting schedules are retained, even if modified

Schwab StockPlanManager — Enhanced technology featuring real-time reporting to help you manage your stock plan with greater confidence, convenience and control.

Customizable online grant acceptance
Report on which participants have accepted, declined and/or not yet responded via the online grant-acceptance feature of Schwab Equity Award Center
Easily updated employee grant information via our secure web-based data-transfer tool
Quarterly employee statements, including all equity grants

For participants

Schwab Equity Award Center —Custom Web site for participants, enables them to effectively manage their stock grants and other awards.

Streamlined communications with participants by individual or by grant
Online grant acceptance and trackingaccept or decline grants at the click of a button
Hosting of custom plan documents and grant agreements
Online educational tools to ensure your employees have the information they need

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.