Stock Plan Services Managing Your Account
Stock Plan Services Managing Your Account Fidelity Please enter a valid email address Please enter a valid email address Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: " Your email has been sent.
Get started with your stock plan
Protect your Fidelity Account
Access shares and cash
Opening your Fidelity Account is a simple but important step in setting up the future home of your shares. This account is where you can manage your awards and where your shares and cash will be deposited. To open your account, just click Open Account on your home page and follow the instructions. You can also review the quick-start guide if you have any questions along the way. If you sold shares, exercised an award, or received a payout, there are several easy ways to access your cash directly from your Fidelity Account. You can link a bank account, set up checkwriting, or use a debit card. Setting up these features ahead of time will help ensure that you don’t have to wait for your cash. Visit the page to get started. Shares of stock received or purchased through a stock plan are considered income and generally subject to ordinary income taxes. Additionally, when shares are sold, you'll need to report the capital gain or loss. To learn more about taxes, when they're paid, and how to file your tax return, visit the . Some companies require awards to be accepted. To accept an award, simply click Begin Acceptance on your and follow the step-by-step instructions. You can also review the quick-start guide if you have any additional questions.
Get tips for navigating market ups and downs and learn what choices you might have if you’re facing financial hardship.
Learn what you can do to help make the most of your benefits, protect your assets, and not leave money behind. What’s that word? Find definitions for commonly used terms. Strengthen your knowledge on a range of topics from personal finance to investing. Please wait while Fidelity's Virtual Assistant loads. Questions?
800-544-9354 † Optional step. * Fidelity's Virtual Assistant uses advanced technology and artificial intelligence to help with frequently asked questions and to enhance your digital experience. It is designed to be both anticipatory and responsive based on your search terms, information you enter in reply to the Virtual Assistant's questions, and your account and other information on file with Fidelity. Fidelity does not guarantee accuracy of the Virtual Assistant's responses or alignment of its suggestions with your intended purpose. The Virtual Assistant does not recommend the purchase or sale of specific securities or digital assets. While it may offer educational information, it does not have the capability to discern what investment choices would be suitable for your personal situation. Do not attempt to place trade orders through the Virtual Assistant; it can provide you with guidance as to how to place a trade at Fidelity, but the Virtual Assistant cannot execute trades on your behalf. Any personal, account or other information you provide to the Virtual Assistant, as well as all search information entered, may be retained, accessible to Fidelity personnel, and used and shared consistent with Fidelity's Privacy Policy. Notwithstanding, you should not provide the Virtual Assistant with credit or debit card information or protected health information. 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. The Fidelity Investments and pyramid design logo is a registered service mark of FMR LLC. 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 Brokerage Services LLC, Member NYSE, , 900 Salem Street, Smithfield, RI 02917 2021 FMR LLC. All rights reserved. 998033.1.0
Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0
Mutual Funds and Mutual Fund Investing - Fidelity Investments
Clicking a link will open a new window.h1 Welcome to the Stock Plan Resource Center
Find everything you'll need to make the most of your stock plan and the Fidelity Account that holds your shares and cash. Learn how things work and get a better understanding of taxes, selling and managing shares, and planning for your financial goals and priorities. GoStart here
Get started with your stock plan
Protect your Fidelity Account
Access shares and cash
Never miss important updates
Be sure to keep your email address and phone number current. You can manage this information—along with your beneficiaries, communication preferences, and security features—through your account’s Profile page.Quick links to popular actions
h2 Frequently asked questions
A stock plan is a benefit that companies provide to grant their employees the ability to receive or purchase shares of company stock as part of employee compensation. These plans can come in all shapes and sizes, so to learn more about what you have, and how it works, choose your plan type below. Don’t see your plan type or not sure which one you have? You can learn about your company’s specific plan(s) by reviewing your plan documents or looking for the name of your stock plan on the home page of .Opening your Fidelity Account is a simple but important step in setting up the future home of your shares. This account is where you can manage your awards and where your shares and cash will be deposited. To open your account, just click Open Account on your home page and follow the instructions. You can also review the quick-start guide if you have any questions along the way. If you sold shares, exercised an award, or received a payout, there are several easy ways to access your cash directly from your Fidelity Account. You can link a bank account, set up checkwriting, or use a debit card. Setting up these features ahead of time will help ensure that you don’t have to wait for your cash. Visit the page to get started. Shares of stock received or purchased through a stock plan are considered income and generally subject to ordinary income taxes. Additionally, when shares are sold, you'll need to report the capital gain or loss. To learn more about taxes, when they're paid, and how to file your tax return, visit the . Some companies require awards to be accepted. To accept an award, simply click Begin Acceptance on your and follow the step-by-step instructions. You can also review the quick-start guide if you have any additional questions.
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Get tips for navigating market ups and downs and learn what choices you might have if you’re facing financial hardship.
Learn what you can do to help make the most of your benefits, protect your assets, and not leave money behind. What’s that word? Find definitions for commonly used terms. Strengthen your knowledge on a range of topics from personal finance to investing. Please wait while Fidelity's Virtual Assistant loads. Questions?
800-544-9354 † Optional step. * Fidelity's Virtual Assistant uses advanced technology and artificial intelligence to help with frequently asked questions and to enhance your digital experience. It is designed to be both anticipatory and responsive based on your search terms, information you enter in reply to the Virtual Assistant's questions, and your account and other information on file with Fidelity. Fidelity does not guarantee accuracy of the Virtual Assistant's responses or alignment of its suggestions with your intended purpose. The Virtual Assistant does not recommend the purchase or sale of specific securities or digital assets. While it may offer educational information, it does not have the capability to discern what investment choices would be suitable for your personal situation. Do not attempt to place trade orders through the Virtual Assistant; it can provide you with guidance as to how to place a trade at Fidelity, but the Virtual Assistant cannot execute trades on your behalf. Any personal, account or other information you provide to the Virtual Assistant, as well as all search information entered, may be retained, accessible to Fidelity personnel, and used and shared consistent with Fidelity's Privacy Policy. Notwithstanding, you should not provide the Virtual Assistant with credit or debit card information or protected health information. 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. The Fidelity Investments and pyramid design logo is a registered service mark of FMR LLC. 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 Brokerage Services LLC, Member NYSE, , 900 Salem Street, Smithfield, RI 02917 2021 FMR LLC. All rights reserved. 998033.1.0
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Important Information Virtual Assistant is Fidelity’s automated natural language search engine to help you find information on the Fidelity.com site. As with any search engine, we ask that you not input personal or account information. Information that you input is not stored or reviewed for any purpose other than to provide search results. Responses provided by the virtual assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Fidelity does not guarantee accuracy of results or suitability of information provided. Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0