Fidelity Investments® App Updated to Enable Stock Plan Participants to Conduct Transactions Via iPhone®, iPod Touch® and Android™

Investors Can Now Use the App to Exercise and Sell Stock Options, Check Vesting Schedules and View Transaction History

BOSTON – The Fidelity Investments® App has been significantly updated to enable stock plan participants to better access and track their portfolios and conduct transactions from their iPhone®, iPod touch® or Android™ smart phone, the firm announced today.

With the updates, participants with stock option plans can now exercise and sell their options by following simple prompts within the Fidelity Investments App. Investors can determine the total value of all of their options, the price of their exercisable options, the estimated value of their options and the aggregated tax rate that will apply if the options are sold.

Previously, participants could view their stock plan account balances from their iPhone, iPod touch or Android smart phone but could not conduct transactions.

Today’s updates are the latest in a series of advances Fidelity has introduced as part of its commitment to providing investors the best mobile tools and apps available. Recently, the firm launched a Fidelity Health & Insurance App for iPhone and iPod touch. The app provides health care coverage information, such as copayments and contact numbers, as well as information on in-and-out-of-network coverage and other data. Other recent mobile enhancements include improved trading and research capabilities, comprehensive international market analysis and mobile check deposit for IRA and brokerage customers.

“Fidelity is pleased to provide today’s busy investors the smart mobile tools they need to stay connected to their portfolios no matter where they are,” said Joan Bloom, senior vice president of Fidelity’s Stock Plan Services business. “Now our participants not only can check their account balances but also conduct transactions on the move. As a firm, we will continue to advance our technology as we see new opportunities.”

More Detailed Information Available Via App for All SPS Accounts
Under the new enhancements, participants in all of Fidelity’s stock plan categories – restricted stock, stock appreciation, performance and employee stock purchase and stock options – can now access more detailed information about their accounts via mobile devices.

  • Participants with restricted stock units, restricted stock award plans and performance award plans can now see the value of their accounts, their transaction history and grant details such as price, date and quantity

  • Participants with stock option plans and stock appreciation rights plans can see their grant details for accepted and unaccepted grants as well as pending stock option exercises, including transaction details and history

  • Participants with stock purchase plans can see offering periods and transaction history

  • Participants with restricted stock units, restricted stock awards plans and stock appreciation rights plans can view their vesting schedules


Fidelity is a leading provider of stock plan administration services. It services 230 employers nationwide, representing $120 billion in grant valuei and more than 1.5 million participants. The Fidelity Investments App is available free from the App Store on iPhone and iPod touch or at www.iTunes.com/AppStore.

About Fidelity Investments
Fidelity Investments is one of the world’s largest providers of financial services, with assets under administration of $3.7 trillion, including managed assets of $1.6 trillion, as of March 31, 2012. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

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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 with an attorney or tax professional regarding your specific legal or tax situation.

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Guidance provided by Fidelity is educational in nature, is not individualized and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.

Stock plan recordkeeping and administrative services are provided by Fidelity Stock Plan Services, LLC.

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