EquiView
EquiView is Charles Schwab’s web platform for administering and keeping records for company stock plans.
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 and supports finance teams and plan participants. Listed award types include stock options, ESPP, performance awards, restricted stock units, and cash awards, with advanced vesting rule support. A dashboard presents plan metrics, real-time updates, and notifications about items needing attention. Teams can create customizable reports from hundreds of fields and schedule delivery, while integrated expensing, valuation, and financial reporting support ASC 718 and IFRS 2 guidelines. EquiView helps track mobile employees and automate tax withholding calculations across jurisdictions. Its Modeler provides a replica database for testing changes without affecting production data, and its audit tools timestamp record changes and identify who made them. Schwab says it can integrate with existing systems, including HR providers such as ADP and Workday. Participants can view and transact equity awards through a multilingual interface and mobile app. Pricing is described as all-inclusive, but the amount is available on request.
Good
- Supports several stock award types and advanced vesting rules
- Custom reports draw on hundreds of fields
- Modeler tests changes in a replica database
- Audit records timestamp updates and identify editors
- Participant access includes a multilingual interface and mobile app
Watch out
- Pricing amount is available on request
- Specific system and HR integrations require confirmation
Who it suits
EquiView suits public or private companies managing equity plans, along with finance teams and plan participants. Its listed tax, reporting, and award features are relevant to organizations with mobile employees and multiple award types.
Verdict
EquiView brings plan records, reporting, tax support, and a test environment together for equity plan administration. Organizations should confirm integration fit and obtain the pricing amount for their needs.
Plans and prices
From EquiView's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Stock Plan Services | Priced on request | All-inclusive pricing; one clear price; amount not listed |
The facts
Each one read from EquiView's own pages, with the date it was checked.
What it does
- Automation
- The platform can automate routine tasks such as participant tracking and tax withholding calculations.checked 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.checked 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.checked 11 Oct 2026
- Dashboard
- The EquiView dashboard provides plan metrics, real-time updates, and notifications about items needing attention.checked 11 Oct 2026
- Data audit
- EquiView’s audit functionality timestamps record updates and identifies who made each change.checked 11 Oct 2026
- Data fields
- The demo says EquiView stores over 100 employee data fields and provides 28 customizable user-defined fields.checked 11 Oct 2026
- Financial reporting
- Integrated expensing, valuation, and financial reporting support ASC 718 and IFRS 2 guidelines.checked 11 Oct 2026
- Global tax
- Its rules-based mobility recordkeeping helps automate tax withholding calculations for employees working across multiple jurisdictions.checked 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.checked 11 Oct 2026
- Intended users
- Schwab says its stock plan technology serves public and private companies and supports finance teams and plan participants.checked 11 Oct 2026
- Mobility and tax
- It tracks mobile employees’ data changes and helps automate withholding calculations across multiple tax jurisdictions.checked 11 Oct 2026
- Participant access
- The participant platform provides anytime access to view and transact equity awards through a multilingual interface and mobile app.checked 11 Oct 2026
- Pricing
- The stock plan page describes pricing as all-inclusive with one clear price but gives no amount.checked 11 Oct 2026
- Purpose
- EquiView is Schwab’s equity plan administration and recordkeeping platform for managing company stock plans.checked 11 Oct 2026
- Reporting
- It offers customizable reports built from hundreds of fields, with options to schedule and deliver reports.checked 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.checked 11 Oct 2026
- Security and compliance
- Schwab says data is safeguarded and that detailed records help clients stay compliant.checked 11 Oct 2026
- Support
- Dedicated teams provide help with conversion, financial reporting, client service, and product questions.checked 11 Oct 2026
- Target customers
- Schwab says it has solutions for public and private companies.checked 11 Oct 2026
- Test environment
- The Modeler sandbox lets teams test a replica database without downstream impacts to production data.checked 11 Oct 2026
- Testing environment
- EquiView Modeler provides a replica database for testing changes without affecting production data.checked 11 Oct 2026
- What it does
- EquiView is Charles Schwab’s equity administration platform for managing stock plans.checked 11 Oct 2026
The company
- Headquarters
- Lone Tree, Colorado, United Stateschecked 28 Sep 2026
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