Schwab Stock Plan Services Differentiator Transcript
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What sets Schwab apart?
Hear from our clients.
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Steve Madrigal
Xilinx
Steve: I've been with my company 25 years, working with many different brokers and vendors. I've never really had this one-on-one partnership where I honestly feel as if we are in this together.
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Tony Diaz
Pinterest
Tony: Now, I've done three IPOs in my career. One of them has been online with Schwab, and it's been night and day. With other participants, or other CSMs, I am constantly bugging/asking them, "Where are they? I need your help." It was very different with Schwab. I felt like they were making sure that I was gonna be okay, versus me trying to make sure: Would they be available for me?
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Lamont Walker
Lyft
Lamont: When you have issues or situations and you need somebody to come onsite to help you, sometimes those other companies were reluctant to do so. Working with Schwab, we were going through a transition process internally, and the Schwab team came out to help. With some of the other providers, you had to fit what you get into their actual bubble. So, if it didn't work, they would come and tell you, "Okay, we can't do this, you need to do XYZ," where Schwab would be like, "This is something we haven't really done right now, but we can work with you in partnering and getting this actually processed."
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Stock Plan Services
SPSinquiries@schwab.com
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Disclosures
These testimonials may not be representative of the experiences of other clients. These are not indicative of future performance or success. It stems strictly from the client's direct experiences with Schwab Stock Plan Services and not from any services offered by a registered investment advisor.
Schwab Stock Plan Services provides equity compensation plan services and other financial services to corporations and executives through Charles Schwab & Co., Inc. ("Schwab"). Schwab, a registered broker-dealer, offers brokerage and custody services to its customers.
©2021 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CC5469146 (0921-1V0S).