Stock Plan Services resources

Upbeat music plays.

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

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

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

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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)

Upbeat music plays throughout.

Onscreen text:
Schwab Stock Plan Services
Our Participant Experience 

Narrator [off-screen]: Everyone’s equity compensation journey looks different . . . 

A young woman who is a Stock Plan Administrator, or SPA, walks down an office corridor, past cubicles. She’s carrying a cup of coffee in one hand and a manila folder in the other hand. She sits down in a cubicle.

Narrator: . . . and requires different help for where they are.

The SPA checks messages on the computer on her desk.

Narrator: But that can mean a lot of juggling for you. 

The scene transitions to a close-up of her computer screen, displaying a chat window with a conversation.

Onscreen text:
Hi Elena – you can find the information you need for your equity call by logging in to  your Schwab account.

Onscreen text from client:
Thanks!

Narrator: We make it easy for your participants to manage their own plans, so you can keep other balls in the air. 

The scene transitions from the computer screen to show a female executive in her office with a cityscape outside her window. She’s multi-tasking—looking at her computer while talking on a cell phone. 

Narrator: Your executives with more complicated needs . . .

A close-up of her desk calendar is shown; on it is a handwritten note that says, “Upcoming Trading Window,” which she circles.

Narrator: . . .and less time to take care of them . . .

Then the screen on her office phone flashes “Incoming call, Charles Schwab.” She picks up the receiver to answer the phone.

Narrator: . . . can get help from our equity specialists . . .

The scene transitions to the hallway outside her office, looking back in through the window. She sits at her desk and talks on the phone.

Narrator: . . . who are experienced with restricted trading, portfolio analysis, and financial planning to help maximize assets. 

A young man walks by the executive’s office to his cubicle. The SPA meets him at his desk and hands him a manila folder.

Narrator: Easy-to-follow instructions help your new employees set up their account online.

The scene transitions to a close-up of the computer screen on the man’s desk, where the Schwab Equity Award Center welcome screen displays. On the screen is a button that reads, “Open an account.”

The Equity Award Center is where all your employees—both domestic and international—can find educational resources . . .

Zooming in closer, a cursor arrow moves to and hovers over an “Education” tab.

Narrator: . . . to help them understand your plan and their options.

The scene transitions to a coffee shop, where a bearded young man wearing glasses and a flowery shirt sits at a table, looking at a laptop screen. In his hand is a coffee cup with a green, eco-friendly looking logo. Around him, other customers are drinking coffee or looking at laptops. 

Narrator: Their dashboard offers a bird’s-eye view of their equity . . .

A close-up of the man’s laptop screen displays, showing his Schwab dashboard and all of his accounts and positions, including Stock Slices®. 

Onscreen text:
Charles Schwab
Accounts
Investment
Positions
Stock Slices
Green Energy Co.
Big Dipper Aerospace 
TechTools 

Narrator: . . . as well as other accounts they may have, like checking, trading accounts, and personalized investments . . . 

The scene transitions to a street view of the coffeeshop. Through the window can be seen the man in the flowery shirt, looking at his laptop. Above the window a sign says, “Eco coffee,” and next to the coffee shop door is a sign that reads, “Save the Planet!

Narrator: . . . in the things they’re interested in.

A woman on a bike passes by.

Narrator: On our mobile app, they can accept grants, receive statements . . . 

The scene transitions to the biker, just as she has gotten off her bike and is looking at her cell phone.
A close-up of her phone shows she is checking her Schwab account.

Onscreen text:
Stocks & ETFs
Coma Company A
Bid
Ask
Day’s Range
Volume
Action
Buy   Sell   Sell Short
Clear   Review

Narrator: . . . and even place commission-free trades from wherever they are. 

The scene transitions from the phone to a collage of the several people who have appeared in the video so far: the woman on her bike, the young man in the office, the executive in her office, the man in the coffee shop, and, in the center, the SPA at her laptop. 

Narrator: And automatic reminders let everyone know of key events, like upcoming vesting dates, blackouts, and expiring options. Because a good experience for them can mean a good day for you.

A close-up of the SPA now takes up the whole screen. She shuts her laptop and closes her eyes, a satisfied look on her face.

Narrator: Let’s chat about how Stock Plan Services can make your life easier.

Music stops.

Schwab brand music plays.

Onscreen text:
Let’s chat.
SPSinquiries@schwab.com

The Charles Schwab logo appears.

Onscreen text:
Own your tomorrow

 

There is no such thing as a financial life. There's just life and all the moments that make it. The graduation days and the grocery runs. The first day jitters and celebratory send offs. The days we count down to and the ones we never see coming. That's why at Schwab Stock Plan Services, we are not just here to manage plans. We are here for people. We're here when it matters most. Reaching out at the right times to help them get started and stay in control. When they want help understanding their equity, it's easy to see all the possibilities and what steps they can take to get where they want to go. When they have questions, they can get answers how they want them, whether they want to build a budget or make smart investment choices. And they can keep learning at their pace, however they learn best. Once they're ready, they can find all the tools they need to put their plan to work, and if they just want to talk it through, help is always nearby from people who get it and will take the time to make sure they do too. Because when people get the help they need, they're more financially confident. Working with an advisor, they're four times more likely to feel secure, and with a plan in place, they're seven times more likely to feel they'll reach their goals. We know they're not just planning for today, they're creating the foundation for a lifetime.