Stock Plan Services

Whether you want a full-administration solution, or need participant servicing to complement your in-house or third-party recordkeeping, Fidelity can help you run a more effective stock plan.

Fidelity’s continued investment in products and technology helps ensure that you have world-class support and service.

Service and Support You Deserve
We are dedicated to helping make your job easier and helping your employees understand and appreciate their equity compensation.

  • Highest Net Promoter ScoreTM
  • We offer the most Certified Equity Professionals in the industry — more than 150 — to work with you2

Administrative Excellence
With our solutions, you can gain operational efficiencies and minimize administrative burdens.

Plan Reporting
With access to a full suite of carefully-designed reports, and 1,800+ fields for virtually unlimited customization, you have complete control over content, format, and timing.

Financial Reporting
You’ll rely on a financial reporting platform evaluated by a Big 4 firm.

  • Accurate calculations and tracking
  • Regulatory solutions and report integrity

Participant Tools, Education, and Communication
We offer the services your employees need to help make the most of their equity compensation.

Top-Notch Global Plan Capabilities
Providing stock plans services in 150+ countries, we have the global capabilities you want.

  • A global tax management system that makes managing multi-jurisdictional award taxes easier
  • Country-specific administrative functionality

 


Highest Net Promoter ScoreTM according to full administration plan sponsors surveyed in the 2018 Group Five Stock Plan Administration Benchmark Study. Fidelity rated No. 1 for service to participants according to full administration plan sponsors surveyed in the 2011-2018 Group Five Stock Plan Administration Benchmark Studies. Fidelity tied with E*TRADE in the service to plan participants category in 2012 and 2018. Group Five LLC is a business-to-business research and consulting firm in San Anselmo, CA. Group Five LLC and Fidelity Investments are not affiliated. Net Promoter Score is a trademark of Bain & Company, Inc.; Fred Reichheld; and Satmetrix Systems, Inc.

2 Certified Equity Professional Institute at Santa Clara University, as of August 2018.

3 StockBrokers.com 2018 Online Broker Review, February 20, 2018: Fidelity was ranked No. 1 overall out of 13 online brokers evaluated in the StockBrokers.com 2018 Online Broker Review. Fidelity was also rated No. 1 in several categories, including Research, Ease of Use, and Order Execution, and named Best in Class for Offering of Investments, Platforms & Tools, Customer Service, Mobile Trading, Education, Banking, Active Trading, and New Investors.

StockBrokers.com and Fidelity Investments are not affiliated.

Recordkeeping and administrative services are provided by Fidelity Stock Plan Services, LLC, or by your company and its service providers. 

 

If you want top-notch participant services for the stock plans you administer in-house or with a third party — turn to Fidelity.

Operational Excellence
Our solution and services are built specifically to help you manage files with ease.

  • Automated file management to help eliminate manual work and dual processing
  • Real-time processing and dashboards to track file status
  • Status dashboards include customizable notifications as well as the ability to push ad-hoc files real time
  • Dedicated team to provide operational support for plan events, share and money movement, and Transfer Agent activity
  • We offer the most Certified Equity Professionals in the industry — more than 150 — to work with you2

Participant Tools, Education, and Communication
We offer the services your employees need to help make the most of their awards.

 


Highest Net Promoter ScoreTM according to full administration plan sponsors surveyed in the 2018 Group Five Stock Plan Administration Benchmark Study. Fidelity rated No. 1 for service to participants according to full administration plan sponsors surveyed in the 2011-2018 Group Five Stock Plan Administration Benchmark Studies. Fidelity tied with E*TRADE in the service to plan participants category in 2012 and 2018. Group Five LLC is a business-to-business research and consulting firm in San Anselmo, CA. Group Five LLC and Fidelity Investments are not affiliated. Net Promoter Score is a trademark of Bain & Company, Inc.; Fred Reichheld; and Satmetrix Systems, Inc.

2 Certified Equity Professional Institute at Santa Clara University, as of August 2018.

3 StockBrokers.com 2018 Online Broker Review, February 20, 2018: Fidelity was ranked No. 1 overall out of 13 online brokers evaluated in the StockBrokers.com 2018 Online Broker Review. Fidelity was also rated No. 1 in several categories, including Research, Ease of Use, and Order Execution, and named Best in Class for Offering of Investments, Platforms & Tools, Customer Service, Mobile Trading, Education, Banking, Active Trading, and New Investors.

StockBrokers.com and Fidelity Investments are not affiliated.

Recordkeeping and administrative services are provided by Fidelity Stock Plan Services, LLC, or by your company and its service providers. 

Start building a more loyal and competitive workforce today.

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