Web Tools to Streamline Your
Stock Plan
Schwab continually invests in developing the most advanced technology solutions in the financial services industry and we back up our products with personalized service from experienced stock plan professionals.
All of our Web-based solutions are built with plan administrators and participants in mind. They set a standard for intuitive design.
For Administrators
Schwab EquiView™
EquiView provides clients with a comprehensive stock plan recordkeeping and financial reporting system. Developed with an intuitive, user-friendly design, the flexibility that EquiView offers will ensure that your equity compensation plan is equipped to handle challenges, both today and in the future.
- FAS 123R
- Ad hoc reporting
- Location tracking
- Report scheduling
- Audit trail
- Library of reports
- LOA tracking
Schwab StockPlanManager®
Designed to help stock plan administrators meet the challenges of an increasingly regulated environment. Real-time reporting capabilities allow you to manage your stock plan with greater confidence, convenience and control. Provides a secure exchange of employee equity award information between stock plan administrators and Schwab.
- Grant acceptance tracking
- Blackout employees
- Suspend trading
Schwab Section 16 Center™
Streamline Sarbanes-Oxley reporting with Section 16 Center—a specialized web-based tool backed by personal service. Allows you to track and manage holdings for all of your Section 16 reporting individuals.
- Sarbanes-Oxley
- Section 16 reporting
- SEC Form 4
- Section 16 Pre-Clearance
Schwab Service Scorecard®
Enables you to review our service standards and measure our performance on a continuous basis. Provides transparency into our process and affirms Schwab's resolve to set the industry standard for customer service.
- Research service delivery
- Track service delivery
For Participants
Schwab Equity Award Center®
Participant Web site featuring educational materials, modeling tools and transactional capabilities for all equity awards. Designed to help your employees understand and take full advantage of their equity awards.
- Online grant acceptance
- Grant details
- Online award transactions
- E-Statements
- Education and communication
- Electronic account opening
Schwab Complete Account Access
Enables your employees to view all of their Schwab accounts (account information) in one convenient location.
- All account balances
- One screen
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