How to participate in a Directed Share Program at Fidelity Investments

In this webinar, we discuss how to participate in a directed share program (DSP) through Fidelity Investments. Michael Manning, VP Equity Syndicate at Fidelity Capital Markets, starts by explaining what a DSP is and then provides a high level overview of the steps required to participate in a DSP at Fidelity. We look at how Fidelity’s DSP website allows participants to complete each step of the process, including account opening, reviewing the preliminary prospectus, answering qualifying questions, entering an indication of interest, confirming an indication of interest and viewing an allocation of shares. This webinar provides screenshots from each stage of the process and details the steps required to successfully complete that phase of the DSP.