Why Choose Schwab?
At Schwab, you have a powerful, proactive partner. Your company's objectives and your employees' financial well-being come first. It's not a promise—it's a founding principle.
The Schwab Experience
We strive to create a positive investment experience for both plan administrators and participants. The foundation of this experience is our people. When you choose Schwab you will have access to the most experienced and customer focused stock plan team in the industry.
Ethical and Responsive Service
Ethical service is a Schwab hallmark—manifested by open, honest dialog with you and your employees.
We build trust and confidence with you and your employees by taking the time to understand your goals—both organizationally and individually.
When you call Schwab you'll talk to an experienced professional, not a machine. We commit to service levels in writing, and verify them monthly.
We offer you two key advantages:
- The support of dedicated equity compensation specialists
- The commitment to deliver exceptional service that is regularly measured and verified. Learn more about Schwab's Customer Service.
Transparency
We strive to make our processes and services as transparent as possible. We will provide you with the access and resources you need to evaluate Schwab's performance on a regular basis.
Pricing Value
Simple and transparent pricing, with no hidden fees.
Technology
We continuously invest in research, development and testing of our technology products. At Schwab, we are committed to providing you and your employees with tools that surpass your expectations, todayand in the future.
Our integrated web-based solutions are designed to serve the needs of administrators and participants. Learn more about Schwab's Technology Solutions.
Industry Insight and Innovation
Staying on top of—and responding to—industry developments has earned Schwab a reputation for innovation.
We provide you with exceptional resources for education, investment information, and advice. We are also committed to sharing with you leading edge market insight from our talented financial experts, leaders in their field.
Looking ahead, we consult regularly with our national Client Advisory Board to help develop the next generation of innovative solutions.
Personalized Education and Advice
On a corporate level we are committed to developing a stock plan that will accomplish your organizational goals—while saving your company time, money and valuable resources.
At the individual level we are focused on giving your employees the guidance, education and tools they need to create and manage their own wealth.
You can be confident that your employees will have access to information, answers and advice about their benefits through:
- Stock Plan Specialists
- Schwab Equity Award Center®
- Seminars, web-based educational resources and printed materials to help employees better understand their benefits
Convenient Worldwide Access
You can be confident that your employees will have access to the information, answers and advice they need through:
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