Make the most of your stock plan

Congratulations on your stock grant vesting. Now is a great time to think about how your stock plan assets may fit into your overall financial plan.

Call us at 800-544-9354

Get free one-on-one guidance to create a financial plan

At Fidelity, we understand that equity compensation is a key part of your overall financial portfolio. With our knowledge of your company's stock plan, we can help you make the most of your vesting stock—whether you're looking to invest, pay down debt, or save for the future.

We'll help you consider:


  • How your equity compensation may fit specific goals
  • Where diversification may be recommended
  • How stock plan rules may impact your portfolio planning
  • How taxes may impact your vested stock plan


Call today to discuss how your stock plan can help you meet your financial goals