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

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?

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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)