Stock Plan Administration made easy. Impossible as that may seem.

Stock Plan Services Overview

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Upbeat music plays.

Onscreen text: 
Is Schwab Stock Plan Services right for you?

Line scrolls down from text and splits to point at three answer options.

Onscreen text:
Just fine
There's room for improvement
It's complicated

Male narrator: How are you currently managing your company’s equity program?

Line continues to scroll out, and another answer option appears.

Onscreen text:
Would a solution designed with more flexibility and control help?

Narrator: Would a solution designed with more flexibility and control help?

Line scrolls down and stops briefly at one answer option before continuing on to another.

Onscreen text: No
Absolutely

Line scrolls again, and the image of a laptop computer appears. The laptop flips open, and the image zooms in on the laptop screen, which displays a colorful image representing account information, with a large dollar sign in the center.

Onscreen text: Our technology handles end to end recordkeeping, built-in mobility tax tracking for work and resident data, and customizable financial reporting.

Narrator: Our technology handles end-to-end recordkeeping, built-in mobility tax tracking for work and resident data, and customizable financial reporting.

A spreadsheet appears. at first it has several lines; then more lines appear. Some cells say "customizable" and some say "financial reporting."

Onscreen text: We're talking hundreds of fields.

Narrator: We're talking hundreds of fields. 

Image zooms out to show the laptop, with the spreadsheet still on the screen. Aline scrolls down from the laptop to a cell containing a question. 

Onscreen text: Are you looking for a way to educate your employees?

Narrator: Are you looking for a way to educate your employees? 

The line scrolls again and a new cell appears, with text inside.

Onscreen text: Even your executives with complicated situations?

Narrator: Even your executives with complicated situations?

The line scrolls again, pausing briefly at one answer option before continuing on to another answer.

Onscreen text:
Not really
That'd be great

The line scrolls on toward a trifold pamphlet that opens, showing a map of the world.

Onscreen text: We help take care of all your employees' equity needs

Narrator: We help take care of all your employees' equity needs . . .

Image zooms in on North and South America.

Onscreen text: No matter where they are in their financial journey.

Narrator: No matter where they are in their financial journey.

A line scrolls from those continents to Europe, Africa, and Asia.

Onscreen text: Our specially trained teams guide your employees, from entry to executive level.

Narrator: Our specially trained teams guide your employees, from entry to executive level.

The map disappears and a March calendar page takes its place.

Onscreen text: with planning

Narrator: With planning,

A circle graph replaces the calendar page.

Onscreen text: investing

Narrator: investing,

A response slide bar appears, and the slider moves toward the word "Goal."

Onscreen text: and overall financial wellness

Narrator: and overall financial wellness

A computer appears. On the screen is a colorful image representing account information, with a circle graph. Below this is the March a calendar page.

Onscreen text: to help them see their big financial picture.

Narrator: to help them see their big financial picture.

The image zooms out and disappears as a line scrolls down and a blue cell appears.

Onscreen text: Are you looking for support as an administrator?

Narrator: Are you looking for support as an administrator?

A line scrolls down, pausing briefly at one response before continuing on to another response.

Onscreen text: 
Not today
Of course

The line scrolls on and a digital "Now Serving" display appears, showing the number 435, which then clicks to 436. The display rotates, and the reverse side contains text, in an electronic display font.

Onscreen text: You will never be just a ticket number

Narrator: You'll never be just a ticket number.

Dialogue bubbles pop up.

Onscreen text: Get help from a real human
who knows your name.

Narrator: Get help from a real human who knows your name.

A new dialogue bubble pops up;

Onscreen text: Hi Erin!

Female voice [off-screen]: Hi, Erin!  

A new dialogue bubble pops up.

Onscreen text: We really become an extension of your team. Even our clients have said so.

Narrator: We really become an extension of your team. And even our clients have said so.

Another dialogue bubble pops up.

Onscreen text: "It was very different with Schwab."
Tony, Stock Plan Services Client

The dialogue bubble now appears on a laptop screen, which the image zooms out from. A line scrolls down the screen.

Onscreen text: Stock Plan Services was designed with you in mind 

Narrator: Stock Plan Services was designed with you in mind 

Text appears dynamically, phrase by phrase, and sentence by sentence, with some words and letters moving and bouncing.

Onscreen text: Whether you're public or thinking about IPO, you're dealing with a lot of moving parts that only move faster as your company grows. Our goal is to make managing it all easy. So you feel empowered to take ownership, and help your employees do the same.

Narrator: Whether you're public or thinking about IPO, you're dealing with a lot of moving parts that only move faster as your company grows. Our goal is to make managing it all easy. So you feel empowered to take ownership and help your employees do the same.


A blue text-filled box appears.

Onscreen text: Ready to start? Let's chat. Send us an email at SPSInquiries@Schwab.com.

Narrator: Ready to start? Let's chat.

Blue box spins and transforms to the Charles Schwab logo.

Upbeat music fades, and brand music plays.

Onscreen text: Charles Schwab
Own your tomorrow®

The testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.

Schwab Stock Plan Services provides equity compensation plan services and other financial plan 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. (0921-16W6)


 

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Why Schwab video panel

We know that managing stock plans is no small task. That's why Schwab Stock Plan Services combines flexible technology to help your processes run smoothly, dedicated education resources to guide your employees, and support from humans who know your name. Our goal is to make your life easy.

We help these companies manage their stock plans, too.

Ready to take the next step?

Request a demo
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Our technology lightens your workload.

Schwab EquiView® is our flexible platform that allows you to manage your program the way that makes sense for you. Think automation of repeatable tasks, fully customizable reports, data how you want to see it, and integration with systems you already use.

We help take care of all your employees—from new investors to experienced executives.

No matter where your employees are in their financial lives, we offer support and guidance to help them create better futures. Targeted communications, educational workshops, online planning tools, and a mobile app empower them at every stage of their journey. And our dedicated team of Stock Plan Specialists handles their questions—so you don't have to.

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Of course we'll support you. We know your name.

From day one, your go-to Schwab contact will be available to help you take full advantage of the tools that make your job easier. No ticket numbers and no bots. Just good, old-fashioned conversations.

Thinking IPO or DPO? We help with those, too.

We've traveled the public offering road a lot. So we know what bumps to look out for along the way. Lean on our dedicated team when it's time to take your company public.

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Additional benefits section

  • clipboard icon

    We have conversion covered.

    Our dedicated conversion team helps tie your systems together with a clear five-step process, so you know what to expect along the way.

  • Map location icon

    Keep track of both domestic and international employees.

    Wherever your employees are, our technology helps take the headache out of managing jurisdictions and tax rates. And to help make sure our resources are accessible, we offer content in multiple languages.

  • Dollar sign icon

    All-inclusive pricing.

    You'll always know what you're paying for because everything is included in one clear price.

News | Blog Post | Updates section

  • Equity Unpacked™ Podcast

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    A deep dive into the world of equity.

  • Employee Equity Study

    Two women sitting at a table looking at a laptop

    We have data on how employees really feel about equity comp.   

Quotes

  • “The education Schwab provides is first class!”

    —Stephen, SPS client

  • “Stock Plan Services feels like part of our team, and I have to remind myself that they are actually not. 11 out of 10 stars.”

    —Lamont, SPS Client

  • “I love that you can run reports really easily, modify the data in the reports and pull data out easily.”

    —Christine, SPS client

Let’s chat about how we can help. Call 877-362-0140 or email SPSinquiries@schwab.com