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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)
Suggested next steps:
Call Schwab for a consultation
to discuss your goals and
the specialized solutions we can provide. Call 1-800-720-7786.

Collaborative Administration
Whether you choose to completely outsource your administration to Schwab or retain certain functions in-house, Schwab Collaborative Administration makes it easy to build the right solution for your company. Learn more.
This site is designed for U.S. residents (non-U.S. residents subject to country-specific restrictions).
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