Stock Plan Services FAQs: Your Account
- What kind of stock plan did I receive?
Where can I find my plan documents?
To view your plan documents, go to NetBenefits.com, select your Stock Plan, and, under the Quick Links drop-down, choose Plan Documents.Log In Required
How does my plan work?
Use the resources below to view the steps needed throughout the lifecycle of each type of grant you've been awarded:
- Restricted Stock (PDF)
- Employee Stock Purchase Plan (PDF)
- Stock Option Plans (PDF)
- Stock Appreciation Rights (PDF)
- Performance Awards (PDF)
For details on your company's specific plan(s), please review the plan documentsLog In Required at NetBenefits.com.
- How do I open my account?
Where do I find information about my accounts?
To view all of your plan-specific information and take action on your plans, such as reviewing your vesting schedule or accepting your grants, visit the Stock Plan SummaryLog In Required page on NetBenefits.com.
Once you've opened your Fidelity Account®, you can find information about your brokerage account at Fidelity.com. Your brokerage account is where your shares deposit from your stock plans once you have access to the shares. You’ll be able to view information about the stocks you've already received, where you'd be able to sell already received shares, and where you'd be able to get cash out of your account.
How do I access the proceeds in my Fidelity Account®?
After you have opened your account, you can easily set up electronic funds transfer (EFT) to have the money go directly to your bank.
How do I change my address?
If you are still employed with your company, address updates must be made through your employer, which will be automatically forwarded to Fidelity. If you leave your company, and wish to change your address, please call a Fidelity Stock Plan Services representative at 800-544-9354.
Can I view my plan and brokerage account balance on my tablet or smartphone?
Yes, you can view your plan balance, brokerage account balance, and history. You can download the Fidelity app from iTunes®, Google Play®, or Microsoft®. Learn more about Fidelity Mobile® apps
- How do I sell shares in my Fidelity Account®?
Can I donate my equity compensation awards to charity?
A Giving Account® at Fidelity Charitable® is a tax-efficient strategy for donating your equity compensation awards to charity. Once a Giving Account is established, you can contribute appreciated restricted stock and stock resulting from prior exercise/vesting of stock options or restricted stock units to Fidelity Charitable. Fidelity Charitable will sell the stock and fund your Giving Account with the proceeds. Those funds are then available to recommend grants to your favorite charities. Your tax deduction is generally equal to the fair market value of the stock on the day of the contribution, provided that the requisite holding periods are met.
What is the benefit of donating my stock to charity?
By contributing the appreciated stock to Fidelity Charitable® rather than selling and then donating it, you can potentially eliminate capital gains tax on the sale of the stock, provided the requisite holding periods are met. With this strategy, your favorite charities can potentially receive more support.
What types of information will Fidelity Stock Plan Services send me?
Fidelity will provide a broad range of information on your stock plan through email or mail, or via NetBenefits.com or Fidelity.com. Your information is always available online and can be accessed any time. You'll automatically receive:
- Quarterly account statements
- Confirmations of all account transactions
- Alerts for plan events like vesting or distributions
To review or update your email address or phone number, visit your Profile.Log In Required
Will I be charged a fee to exercise my stock options or to sell my shares?
You can also review your trade confirmation after the trade is placed in the StatementsLog In Required section on Fidelity.com, which will show the exact amount of fees charged. Note the Securities and Exchange Commission (SEC) also imposes a fee at the time of sale which is required for all equity trades.
Will I owe taxes?
As with any investment, tax consequences are associated with certain transactions. To learn more about taxable stock plan transactions, visit Understanding stock plan taxes. If you have questions about how these events will impact your specific tax situation, contact your tax advisor.
- How do I accept my grant?
How do I exercise my grant?
Exercising means buying your company's stock at a pre-established (grant) price, regardless of the stock's market price at the time of exercise. Once your grant vests, follow these step-by-step instructions (PDF) to exercise your stock options or stock appreciation rights online.
How do I enroll in my employee stock purchase plan Employee Stock Purchase Plan?
If your company offers an Employee Stock Purchase Plan, to enroll follow these step-by-step instructions (PDF).
How do I set up a restricted tax withholding?
If allowed by your plan, a restricted tax withholding must be done at least 5 days prior to the distribution date. Follow these step-by-step instructions (PDF).
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