Stock Plan Services

As a leading provider of equity compensation services, 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 more of the services
you want, plus minimize administrative burdens.

Plan Reporting

With access to more than 80 carefully-designed reports, and more than 1,800 available fields for virtually unlimited customization, you have complete control over the content, format, and timing of the reports you want.

  • 24/7 access
  • Highest 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
  • Report integrity

Participant 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
  • Highest rated for service to plan participants for four consecutive years2

Top-Notch Global Capabilities

Providing stock plans services in 150+ countries, we have the global capabilities you and your participants are looking for.

  • Participant website and materials translated in 11 languages
  • A global tax management system that makes managing multi-jurisdictional award taxes easier
  • Country-specific administrative functionality

1According to full administration plan sponsors surveyed in the 2014 Group Five Stock Plan Administration Satisfaction Study.
2According to full administration plan sponsors surveyed in the 2011, 2012, 2013, and 2014 Group Five Stock Plan Administration Satisfaction Studies.
Group Five LLC is a business-to-business research and consulting firm in Fairfax, CA. Group Five LLC and Fidelity Investments are not affiliated.

Stock Plan record keeping and administrative services are provided by Fidelity Stock Plan Services, LLC.


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