Corporate & Retirement Services
Overview
Collaborative Administration
Dedicated Service Team
Stock Option Expensing
Timely Reporting
Web Tools
Employee Stock Purchase Plans
Custom Stock Grant Management
Benefits of Outsourced Plans

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 one of 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 tracking?accept 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
At Schwab, you have a powerful, proactive partner
man and woman consulting
Suggested next steps:
Call Schwab for a consultation
to discuss your goals and
the specialized solutions we can provide. Call 1-800-720-7786.

Collaborative Administration
Whether you choose to completely outsource your administration to Schwab or retain certain functions in-house, Schwab Collaborative Administration makes it easy to build the right solution for your company. Learn more.
This site is designed for U.S. residents (non-U.S. residents subject to country-specific restrictions).
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