Stock Plan Service’s combination of technology and people set us apart from the competition.

Our easy-to-use platform offers one central location to customize financial reports, track mobility taxation, and even model scenarios. It’s designed to accommodate your changing business needs and scale alongside your evolving equity program.

And when you need a hand, our dedicated support teams are here to help—whether it’s a quick fix from Client Services, strategic advice from Executive Services, or 24/7 phone support for administrators and participants.

For your participants, the Schwab Equity Award Center offers everything they need to stay on top of their awards. Using our mobile app or website, participants can enroll in an ESPP, accept grants, trade shares, receive alerts for plan-based events, and access a knowledge center for resources like how-to guides and webinars. And don’t forget about our 400+ branches nationwide.

With Stock Plan Services, you’ll be able to streamline your processes, support your team, and empower your employees to better secure their financial wellness.