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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
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