EquiView
Lone Tree, Colorado, United States
What it is
EquiView is Charles Schwab’s web platform for administering and recording company equity plans. It serves public and private companies, supporting stock options, ESPP, performance awards, restricted stock units, and cash awards, with advanced vesting rules. A dashboard presents plan metrics, real-time updates, and notifications about items requiring attention. Teams can build reports from hundreds of fields, schedule delivery, and support financial reporting under ASC 718 and IFRS 2. Rules-based mobility recordkeeping helps track employees across jurisdictions and automate tax-withholding calculations. EquiView can integrate with existing systems, including HR providers such as ADP and Workday, using secure file transfers. Its Modeler supplies a replica database for testing changes without affecting production data. Audit functions timestamp record updates and identify who made each change. Participants can view and transact equity awards through a multilingual interface and mobile app. Schwab describes pricing as all-inclusive with one clear price, but the amount is available on request. Dedicated client and product teams provide support.
For and against
For
- Supports multiple equity award types
- Advanced vesting rules
- Automated multi-jurisdiction tax calculations
- Replica testing environment
- Participant mobile and multilingual access
Against
- Pricing amount is on request
- Web platform for administration
- Designed for company stock-plan programs
The verdict
EquiView combines equity-plan records, tax workflows, reporting, integrations, and participant access. Its sandbox and audit trail help teams test and track changes while supporting varied award programs.
Who it suits
EquiView suits public and private companies managing complex equity plans and finance reporting. It also serves participants who need multilingual mobile access to awards.
Plans and prices
Stock Plan Services
All-inclusive pricing; one clear price; amount not listed
Read 11 Oct 2026 · schwabworkplaceservices.com
On the record
- Automation
- The platform can automate routine tasks such as participant tracking and tax withholding calculations.schwabworkplaceservices.com · read 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 · read 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 · read 11 Oct 2026
- Dashboard
- The EquiView dashboard provides plan metrics, real-time updates, and notifications about items needing attention.schwabworkplaceservices.com · read 11 Oct 2026
- Data audit
- EquiView’s audit functionality timestamps record updates and identifies who made each change.schwabworkplaceservices.com · read 11 Oct 2026
- Data fields
- The demo says EquiView stores over 100 employee data fields and provides 28 customizable user-defined fields.schwabworkplaceservices.com · read 11 Oct 2026
- Financial reporting
- Integrated expensing, valuation, and financial reporting support ASC 718 and IFRS 2 guidelines.schwabworkplaceservices.com · read 11 Oct 2026
- Global tax
- Its rules-based mobility recordkeeping helps automate tax withholding calculations for employees working across multiple jurisdictions.schwabworkplaceservices.com · read 11 Oct 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 · read 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 · read 11 Oct 2026
- Mobility and tax
- It tracks mobile employees’ data changes and helps automate withholding calculations across multiple tax jurisdictions.schwabworkplaceservices.com · read 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 · read 11 Oct 2026
- Pricing
- The stock plan page describes pricing as all-inclusive with one clear price but gives no amount.schwabworkplaceservices.com · read 11 Oct 2026
- Purpose
- EquiView is Schwab’s equity plan administration and recordkeeping platform for managing company stock plans.schwabworkplaceservices.com · read 11 Oct 2026
- Reporting
- Users can customize, save, schedule, and deliver reports, with results available on screen or in Excel, PDF, or text formats.schwabworkplaceservices.com · read 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 · read 11 Oct 2026
- Security and compliance
- Schwab says data is safeguarded and that detailed records help clients stay compliant.schwabworkplaceservices.com · read 11 Oct 2026
- Support
- Dedicated teams provide help with conversion, financial reporting, client service, and product questions.schwabworkplaceservices.com · read 11 Oct 2026
