Stock Plan Services

Find everything you need to manage your stock plan account, no matter what type of shares your employer has awarded you.

Open your Fidelity Account®, accept your grant from your employer, and manage other account features.

See how to sell your company stock online, reinvest the proceeds, and get cash from your account.

In times like these, you may have questions about your stock plan or investments. See how we can help you.

Turning your equity compensation into a life-changing gift during this season of giving

Learn how Fidelity can help you create a charitable strategy, maximizing the impact potential of your gifts to organizations you care about while possibly reducing your own taxes.

Stock plans at a glance

View key steps to keep in mind throughout the lifecycle of each type of grant you've been awarded. Not sure which plan type you have? Log in to see your planLog In Required

Restricted stock units 
An award of units where access to stock or cash is restricted until certain vesting conditions are met by the employee.

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Employee stock purchase plans
A type of stock plan that allows employees to purchase shares of company stock via accumulated payroll deductions, sometimes at a discount.

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Stock option plans
A grant that offers you the right to exercise or purchase shares of company stock at a pre-established price after a specific vesting period.

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Restricted stock awards 
An award of company shares where access to the stock is restricted until certain vesting conditions are met by the employee.

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Stock appreciation rights
An award that allows the holder to profit from the appreciation in value of a set number of shares of company stock over a set period of time.

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Performance awards
Typically, a grant of company shares or units where the recipient's rights to the award are based on pre-established performance goals.

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Understanding taxes

Find the information you need to understand and help report your tax obligations.


Get answers to questions about managing your stock plan.

Stock plan glossary

Find commonly used terms to help you better understand your stock plan.