Stock Plan Services

Whether you want a fully-outsourced solution, or need participant servicing to complement your in-house 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 servicing capabilities.

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.

  • Top rated for overall satisfaction with reporting1

Financial Reporting
You’ll have the only 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 awards.

  • Industry-leading mobile capabilities
  • Online or in-person support
  • Participant website and materials translated in 11+ languages
  • Award-winning brokerage services for U.S. participants2
  • Highest rated for service to participants for five consecutive years3

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

 


1 According to full administration plan sponsors surveyed in the 2015 Group Five Stock Plan Administration Satisfaction Study.

2 February 16, 2016: Fidelity was ranked No. 1 overall out of 13 online brokers evaluated in the StockBrokers.com 2016 Online Broker Review. Fidelity was also rated No. 1 in several categories, including Order Execution, International Trading, and Email Support, and named Best in Class for Offering of Investments, Research, Customer Service, Investor Education, Mobile Trading, Banking, Order Execution, Active Trading, Options Trading, and New Investors.

3 According to full administration plan sponsors surveyed in the 2011, 2012, 2013, 2014 and 2015 Group Five Stock Plan Administration Satisfaction Studies.

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.

Stock plan recordkeeping and administrative services are provided by Fidelity Stock Plan Services, LLC.

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If you administer your company’s stock plans and want top-notch services for your plan participants — turn to Fidelity.

Operational Excellence
Our solution – built specifically for clients who administer plans in-house – will help you manage files with ease:

  • Transparent file management
  • 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
  • Automated processes eliminate manual work and dual processing

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

  • Industry-leading mobile capabilities
  • Online or in-person support
  • Participant website and materials translated in 11+ languages
  • Award-winning brokerage services for U.S. participants2
  • Highest rated for service to participants for five consecutive years3

 


2February 16, 2016: Fidelity was ranked No. 1 overall out of 13 online brokers evaluated in the StockBrokers.com 2016 Online Broker Review. Fidelity was also rated No. 1 in several categories, including Order Execution, International Trading, and Email Support, and named Best in Class for Offering of Investments, Research, Customer Service, Investor Education, Mobile Trading, Banking, Order Execution, Active Trading, Options Trading, and New Investors.

3 According to full administration plan sponsors surveyed in the 2011, 2012, 2013, 2014 and 2015 Group Five Stock Plan Administration Satisfaction Studies.

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.

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

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