Global Stock Plan Services Stock Employee stock purchase plans Fidelity

h1 Invest in your work and future with an ESPP

An Employee Stock Purchase Plan (ESPP) is a company-run program that lets you purchase company stock—sometimes at a discount. And that can make it a great way to potentially save for short- and long-term goals.

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Start with the basics

New to ESPPs or just need a refresher? Get a glimpse into how things work and some commonly used terms. Get more familiar with the key steps that occur so you know what happens next. Watch to understand how to enroll, when shares are purchased, and what price you will pay.

Have an ESPP but haven t yet enrolled

If you're eligible and the enrollment window is open, you'll see "Enroll" next to your ESPP's name when you log in to NetBenefits. You will be prompted to open your Stock Plan Account if it isn't already open (it's where your purchased shares are deposited).

Understanding stock compensation taxes

The Global Tax Guide provides information about the tax laws in various countries—including when taxation occurs, your tax-filing responsibilities, and the website of the national tax agency for more help.

Find answers to questions you may have about your ESPP. Your account on the go† Get the NetBenefits mobile app to sell stock and transfer cash from wherever you are.
† Easily sell some of—or all—your shares in your Stock Plan Account. hidden
Investing involves risk, including risk of loss. *The contents of the Global Tax Guide are provided as an educational resource by myStockOptions.com, and should not be construed as legal, tax, or financial planning advice on any specific facts or circumstances. The Global Tax Guide is updated as needed by the staff of myStockOptions.com. Fidelity shall not be liable for any errors or delays in the content, or any actions taken in reliance thereon. † Optional step. myStockOptions.com and Fidelity are not affiliated. Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a registered service mark of Apple Inc. Android and Google Play are trademarks of Google Inc. Third-party trademarks and service marks are the property of their respective owners. All other trademarks and service marks are the property of FMR LLC or an affiliated company and may be registered. Fidelity Stock Plan Services, LLC, provides recordkeeping and/or administrative services to your company's equity compensation plan, in addition to any services provided directly to the plan by your company or its service providers. Fidelity Stock Plan Services, LLC 2022 FMR LLC. All rights reserved. 948804.3.0

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