Product

Team Member

Schwab EquiView

Enterprise Resource Planning
Stock Plan Administration

Flexible, secure, and evolving equity compensation recordkeeping and tax compliance platform

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Schwab EquiView

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About the Schwab EquiView

Schwab EquiView is a robust, web-based equity compensation recordkeeping platform that simplifies complex equity award program administration for public and private companies. It provides intuitive and highly configurable reporting and recordkeeping tools that automate expensing, financial reporting, and risk management under ASC 718 and IFRS 2. Features include global tax tracking and reporting for employees working across multiple jurisdictions, automated tax withholding calculations for equity awards, secure data encryption and audit trails, compliance tools for ASC 6039, Section 16 tracking, proxy reporting, and exercise restriction management. Schwab EquiView offers integrated scenario modeling with a non-production sandbox environment for testing and training administrators. Employees access their equity information and educational resources via Schwab Equity Award Center with multilingual support and personalized reminders for key milestones.

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