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

Customized Reporting of Real-Time Data

Our Web tools give you the flexibility to generate pre-configured or customized reports. Schwab enables you to customize pre-existing reports by re-configuring report templates based on the needs of your organization.

Our technology will provide you with timely, accurate information whenever you need it.

A Sampling of Schwab Reporting Capabilities
On-Demand Real-Time Trading Reports
  • Participant Exercises
  • Exercise List
  • Expiring Option Report
  • Sale Pending Report (outstanding limit orders)
  • Grant Acceptance Report
  • Grant List
On-Demand Real-Time Recordkeeping Reports from Schwab EquiView™
Activity Reports
  • Participant
  • Grant / Award
  • Cancellation
  • Exercise Transaction
  • Lapse Transaction
  • Lapse Schedule
  • Vest Schedule
  • Disposition
  • Expiring Options
  • Payroll
  • Changes Audit
Daily Reports
  • Exercise Transaction
  • Lapse Transaction
  • DVP / DWAC Exercise
  • DVP / DWAC Lapse
Monthly / Quarterly / Annual Reports
  • Grant / Award
  • Exercise Transaction
  • Lapse Transaction
  • Disposition
  • Shares Delivered
  • Cancellation
  • Roll Forward
Notifications / Statements
  • Grant / Award
  • Exercise / Lapse
  • Upcoming Lapse
  • Expiring Options
  • Terminations
  • Disposition Surveys
Corporate
  • Plan Summary
  • Proxy Reports
  • Plan Summary Statement
  • Capital Accounts Reconciliation
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.
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