Overview Stock Plan Services Stock Plan Services
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Employee services

We help your employees understand and take full advantage of their benefits.

At Schwab, we support your participants with the tools, education and information they need to achieve their financial goals—and to help you offer more attractive benefits.

Dedicated representatives

Careful listening—and the flexibility to respond to what we hear—are the hallmarks of Schwab service.

In addition to 24 hour a day / 7 day a week online support from Schwab Equity Award Center®, your participants will benefit from a dedicated team of experienced Stock Plan Representatives. Your participants are important to us—that is why we commit to our service levels in writing, and provide the metrics of our service delivery to you on a regular basis.

Our representatives can assist your participants with a variety of topics, including issues related to:

  • Stock options
  • Restricted stock awards and units
  • Stock-appreciation rights
  • Performance shares
  • Employee Stock Purchase Plans (ESPP)

Plan Participants

Check out our participant Web site, Schwab Equity Award Center®.

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.