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Fidelity Investments

We’re relentlessly focused on making your job easier. So, we support you with smart tools and unparalleled* service, and give your employees what they need to get the most value from their equity compensation plan.

You can count on us for:

  • Automated file management to help eliminate manual work
  • Real-time processing and dashboards to track file status
  • A dedicated team to provide operational support for plan events, share and money movement, and Transfer Agent activity

With Fidelity, your employees will be able to:

  • See all their benefits in one spot
  • Better understand, appreciate, and take advantage of their equity compensation
  • Get the help they want from us – where, when and however they want
  • Have the intuitive digital experience they expect

Visit fidelity.com/stockplans for more information.

*Highest Client Loyalty, according to full administration plan sponsors surveyed in the 2018 Group Five Stock Plan Administration Benchmark Study. Group Five LLC is a business-to-business research and consulting firm in San Anselmo, CA.
Group Five, Certent and Fidelity Investments are not affiliated.
Fidelity Stock Plan Services, LLC
Fidelity Brokerage Services, Member NYSE, SIPC
© 2018 FMR LLC. All rights reserved. | 739264.3.0

 
 
 

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