Stock Plan Services Overview

Welcome to Fidelity Stock Plan Services

By offering you the opportunity to participate in the company stock plan, your employer has provided you with a benefit of significant potential value. Fidelity Stock Plan Services can help you understand how to manage your plan and how your plan fits into your overall investment portfolio.

This section of our site is your single online resource for everything you need to know about your stock plan, including:

• How to participate in your company’s plan
• Understanding the basics of stock plans
• Important tax consequences to consider
• How you can invest your proceeds
• How your stock plan relates to your Fidelity Account

The Fidelity Account is an all in one brokerage account offering cash management services, planning and guidance tools, online trading, and a wide range of investments like stock, bonds and mutual funds. Use the Fidelity Account as a gateway to investment products and services that can help meet your needs. Learn More.

Fidelity administers a wide variety of stock plans:

• Stock Option Plans
• Employee Stock Purchase Plans
• Restricted Stock Awards
• Restricted Stock Units
• Performance Award Plans
• Stock Appreciation Rights
• Control and Restricted Stock

View and Exercise Your Stock Options

If Fidelity manages your company's plan, you can see and manage your options online.

• View, model, or exercise options online

If Fidelity does not manage your company’s stock option plan, you can still exercise those options through Fidelity. Learn more.