Get an initial quote for Schwab Stock Plan Services.

Got a couple of minutes? That’s all the time it takes.

If you’re here, you’re probably considering a change in your stock plan administration technology. We’d love to recommend our own—not because it’s ours, but because it works. And because it’s competitive.

Interested? You can start by filling out a short form. Then, our Schwab Stock Plan Services team will put their heads together and send you a personalized quote within 48 hours.

When you work with us, you get a dedicated support team. Call them up at any time to chat about strategic planning, choose administrative options, incorporate innovate technology, get help with participant education, and find general support. Whatever you need, we’re here to help.

Get your quote and see how our fees stack up.

First, some contact information:

Let us know the number of outstanding shares your plan has for each award type. Enter "0" if it doesn't apply:

Let us know the number of exercisable shares your plan has for each award type. Enter "0" if it doesn't apply:

Please include the total number of employees receiving awards. Enter "0" if it doesn't apply:

If you offer an Employee Stock Purchase Program (ESPP), is it Qualified 423 or NQ? Enter "NA" if it doesn't apply:

How many employees are eligible for the ESPP? Enter "NA" if it doesn't apply:

How many employees are actively participating in the ESPP? Enter "NA" if it doesn't apply:

Does your plan have other unique needs?

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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.

Schwab Stock Plan Services, 9875 Schwab Way, Lone Tree, CO 80124

CC4180957 (0820-0UDU) (12/20)
Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

Outcomes are not guaranteed.

Workplace Financial Services is a business enterprise which offers products and services through Schwab Retirement Plan Services, Inc.; Schwab Stock Plan Services; and Designated Brokerage Services. Schwab Retirement Plan Services, Inc., provides recordkeeping and related services with respect to retirement plans. Schwab Stock Plan Services is a division of Charles Schwab & Co., Inc. providing equity compensation plan services and brokerage solutions for corporate clients. Schwab Designated Brokerage Services (DBS), a division of Charles Schwab & Co., Inc., provides technology solutions for corporate clients with regulatory requirements to monitor employee security transactions.  Schwab Retirement Plan Services, Inc., and Charles Schwab & Co., Inc. ("Schwab")(Member SIPC) are separate but affiliated entities, and each is a subsidiary of The Charles Schwab Corporation.

Through its operating subsidiaries, The Charles Schwab Corporation provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors as well as provides services to retirement and other benefit plans and participants. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC, sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice. Its banking subsidiaries, Charles Schwab Bank, SSB and Charles Schwab Premier Bank, SSB (Members FDIC and an Equal Housing Lenders), provide banking and lending services and products; Charles Schwab Trust Bank (Member FDIC), provides trust, custody, and deposit products and services. Its recordkeeping subsidiary, Schwab Retirement Plan Services, Inc., provides recordkeeping and related services. What we share here to help support you, your employees, your plan, and your participants represents the broad range of products and services available through The Charles Schwab Corporation and its operating subsidiaries. This includes access to brokerage, banking, trust, and recordkeeping services to help respond to needs that may exist within or beyond your retirement plan.

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank, Member FDIC, and Charles Schwab & Co., Inc., Member SIPC. Trust, custody, and deposit products and services are offered by Charles Schwab Trust Bank. Brokerage products and services are offered by Charles Schwab & Co., Inc. Schwab Retirement Technologies, Inc. ("Schwab RT") is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent third-party administrators.

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