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EquiView
What EquiView is
EquiView is Charles Schwab’s web platform for administering and keeping records for company stock plans. It serves public and private companies, with tools for finance teams and access for plan participants. Companies can record stock options, ESPP, performance awards, restricted stock units, cash awards, and related vesting schedules, deferrals, dividend equivalents, and retirement eligibility. A dashboard brings plan metrics, real-time updates, and attention notifications together. Teams can build customizable reports from hundreds of fields, schedule delivery, and support financial reporting under ASC 718 and IFRS 2. EquiView tracks employee changes across jurisdictions and helps automate tax withholding calculations for mobile employees. Schwab describes routine tasks such as participant tracking and withholding calculations as automatable. Modeler gives teams a replica database for testing changes without affecting production data. Audit records timestamp updates and identify who made each change. The platform can integrate with existing systems; the demo describes secure file transfers and integrations with providers and HR systems such as ADP and Workday. Participants can view and transact awards through a multilingual interface and mobile app. Pricing is described as all-inclusive, with one clear price, and available on request.
Who it suits
EquiView suits public and private companies that need to administer equity awards, handle tax and financial reporting, and track plan activity. Its participant access and multilingual interface also support employees who need to view and transact awards.
What it does well
- Supports stock options, ESPP, performance awards, RSUs, and cash awards.
- Custom reports draw on hundreds of fields and can be scheduled.
- Financial reporting supports ASC 718 and IFRS 2.
- Modeler offers a replica database for testing changes.
- Audit records timestamp changes and identify who made them.
- Participants get multilingual access through a mobile app.
What to know first
- Pricing is available on request.
- Schwab describes an all-inclusive price but does not give its amount.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Stock Plan Services | All-inclusive pricing; one clear price; amount not listed | On request |
As schwabworkplaceservices.com lists them, read 11 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the Schwab Stock Plan Services website.
- Contact Schwab to request pricing or a demo.
- Use the web platform to manage company stock plans.
- Set up participant access through the multilingual interface and mobile app.
Verdict
Choose EquiView if your company needs stock plan recordkeeping alongside reporting, cross-jurisdiction tax support, and participant award access. Its Modeler and timestamped audit records also suit teams that need to test changes and track updates. Consider the pricing request process when evaluating its cost.
Questions
How much does EquiView cost?
Schwab describes pricing as all-inclusive with one clear price, but the amount is available on request.
Which platforms does EquiView support?
EquiView is listed as a web platform. Participant access is also described through a mobile app.
Which award types can it record?
The listed types include stock options, ESPP, performance awards, restricted stock units, and cash awards. It also supports vesting schedules, deferrals, dividend equivalents, and retirement eligibility.
Can EquiView integrate with other systems?
Schwab says it can integrate with existing systems. Its demo describes secure file transfers and experience with providers and HR systems such as ADP and Workday.
Who makes EquiView?
EquiView is Charles Schwab’s equity plan administration platform. Schwab is headquartered in Lone Tree, Colorado, United States.
Can participants access their awards?
Yes. Participants can view and transact equity awards through a multilingual interface and mobile app.
Facts from EquiView's own pages
- Automation
- The platform can automate routine tasks such as participant tracking and tax withholding calculations. · schwabworkplaceservices.com, 11 Oct 2026
- Award coverage
- The demo says EquiView handles incentive and nonqualified stock options, performance awards, and restricted stock units, among other award features. · schwabworkplaceservices.com, 11 Oct 2026
- Awards
- EquiView can record awards including ISOs, non-qualified awards, performance awards, and RSUs, along with vesting schedules, deferrals, dividend equivalents, and retirement eligibility. · schwabworkplaceservices.com, 11 Oct 2026
- Dashboard
- The EquiView dashboard provides plan metrics, real-time updates, and notifications about items needing attention. · schwabworkplaceservices.com, 11 Oct 2026
- Data audit
- EquiView’s audit functionality timestamps record updates and identifies who made each change. · schwabworkplaceservices.com, 11 Oct 2026
- Data fields
- The demo says EquiView stores over 100 employee data fields and provides 28 customizable user-defined fields. · schwabworkplaceservices.com, 11 Oct 2026
- Financial reporting
- Integrated expensing, valuation, and financial reporting support ASC 718 and IFRS 2 guidelines. · schwabworkplaceservices.com, 11 Oct 2026
- Global tax
- Its rules-based mobility recordkeeping helps automate tax withholding calculations for employees working across multiple jurisdictions. · schwabworkplaceservices.com, 11 Oct 2026
- Headquarters
- Lone Tree, Colorado, United States · schwabworkplaceservices.com, 28 Sept 2026
- Integrations
- Schwab says EquiView can integrate with existing systems; its demo describes secure file transfers and experience integrating with providers and HR systems such as ADP and Workday. · schwabworkplaceservices.com, 11 Oct 2026
- Intended users
- Schwab says its stock plan technology serves public and private companies and supports finance teams and plan participants. · schwabworkplaceservices.com, 11 Oct 2026
- Mobility and tax
- It tracks mobile employees’ data changes and helps automate withholding calculations across multiple tax jurisdictions. · schwabworkplaceservices.com, 11 Oct 2026
- Participant access
- The participant platform provides anytime access to view and transact equity awards through a multilingual interface and mobile app. · schwabworkplaceservices.com, 11 Oct 2026
- Pricing
- The stock plan page describes pricing as all-inclusive with one clear price but gives no amount. · schwabworkplaceservices.com, 11 Oct 2026
- Purpose
- EquiView is Schwab’s equity plan administration and recordkeeping platform for managing company stock plans. · schwabworkplaceservices.com, 11 Oct 2026
- Reporting
- It offers customizable reports built from hundreds of fields, with options to schedule and deliver reports. · schwabworkplaceservices.com, 11 Oct 2026
- Security and audit
- Schwab says EquiView safeguards data and keeps detailed records; the demo describes timestamped record changes and who made them. · schwabworkplaceservices.com, 11 Oct 2026
- Security and compliance
- Schwab says data is safeguarded and that detailed records help clients stay compliant. · schwabworkplaceservices.com, 11 Oct 2026
- Support
- Dedicated teams provide help with conversion, financial reporting, client service, and product questions. · schwabworkplaceservices.com, 11 Oct 2026
- Target customers
- Schwab says it has solutions for public and private companies. · schwabworkplaceservices.com, 11 Oct 2026
- Test environment
- The Modeler sandbox lets teams test a replica database without downstream impacts to production data. · schwabworkplaceservices.com, 11 Oct 2026
- Testing environment
- EquiView Modeler provides a replica database for testing changes without affecting production data. · schwabworkplaceservices.com, 11 Oct 2026
- What it does
- EquiView is Charles Schwab’s equity administration platform for managing stock plans. · schwabworkplaceservices.com, 11 Oct 2026