Overview Stock Plan Services

• Call 800-654-2593
•  
• Contact us

• Solutions for Employees
• Participant Education
• Participant Web Site
• Complete Account Access
• Convenient Access
• Other Financial Services

Schwab Equity Award Center™

Helps your participants take full advantage of their equity awards

For more detailed information about Equity Award Center or to enroll.

Equity Award Center is our online resource for equity award management and education. It provides your participants with the enhancements, tools and timely education materials they need to successfully manage their equity compensation.

Efficient communication with your participants

• Online equity award statements (for full-administration clients)
• Streamlined communications with participants
• Online grant acceptance and tracking
• Hosting of custom plan documents and grant agreements

Account management of all equity awards

• Tax election for restricted stock (awards and units)
• Detailed display of all types of equity awards including ESPP
• Simplified processing for common transactions: exercise and hold, exercise and sell, and sell to cover
• Unvested and vested restricted stock awards and SARs
• Superior reporting: future vesting schedules, pending exercises and exercise history
• Planning and interactive modeling calculators, as well as comprehensive research and investment tools on schwab.com

Comprehensive participant education through Schwab KnowledgeCenter

• Timely, relevant articles and toolsincluding in-depth coverage of tax issues—from myStockOptions.com®, a leading industry resource
• Up-to-date educational material and online seminars on options and other types of equity awards