Choose new ways to invest your stock plan money

There are many ways to invest your company shares or cash awards—whether you’d like to choose and manage your own investments or have us do it for you.

I'd like Fidelity to choose and manage my investments

Choose how you want to work with us below based on what might be right for you. You can either use an existing account, open/add a new account, or work with an advisor.

For Fidelity Go® and Fidelity® Personalized Planning & Advice: You can move your money or company shares into your account either during the account opening process or through a transferLog In Required. If you have eligible shares, they will appear as available to be transferred. Note: Any transferred company shares will be automatically sold and reinvested.

For Wealth Management and Private Wealth Management: Please call for personalized service.

  • What's included
  • General eligibility
  • Gross advisory fee
  • Fidelity Go®

  • Digital investment management to help keep your investment strategy on track
  • No account minimum1
  • $0: Under $10,000
    $3/mo: $10,000–$49,999
    0.35%/year: $50,000 and above2,3
  • Learn more
  • Fidelity® Personalized Planning & Advice

  • Digital investment management and planning, plus unlimited access to 1-on-1 coaching with Fidelity advisors
  • $25,000 managed through Personalized Planning & Advice4
  • 0.50%3
  • Learn more
  • Fidelity® Wealth Management

    through Fidelity® Wealth Services
  • Customized planning and investment management, designed for your full financial picture, led by your dedicated advisor
  • $250,000 managed through Fidelity® Wealth Services5
  • 0.50%–1.50%3
  • Learn more
  • Fidelity Private Wealth Management®

    through Fidelity® Wealth Services
    or Fidelity® Strategic Disciplines
  • Comprehensive planning, advice, and investment management, delivered by your own wealth management team and led by your advisor
  • $2 million managed through Fidelity® Wealth Services or Fidelity® Strategic Disciplines and $10 million or more total investable assets6
  • 0.20%–1.04%3,7
  • Learn more

I'd like to choose and manage my own investments

You can choose from a wide range of investments in your existing Fidelity Account® (where your company shares or cash awards are deposited). Use our stock research center or mutual fund screener to see what might be right for you.

Why is diversification important?

To reduce your risk

When you avoid having too much of any one type of asset, you help limit the volatility of your portfolio over time.

To plan long-term

During market ups and downs, a diversified approach can help manage risk while maintaining exposure to market growth.

To reach your goals

Different investments can help you achieve goals such as dividends, retirement income, tax efficiency, and more.

Call us any time for help