You help build the
extraordinary. Now let’s
help build your future.

As a Fidelity customer, you already have a team in your corner, one that knows how to navigate an IPO moment like this. We’re ready to help you turn it into a plan that works as hard as you do.

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New to Fidelity? Start here
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Many advisors haven’t navigated an IPO before. Ours have.

Put our experience to work for you
An IPO this size creates financial decisions most people—and most advisors—have never faced. Fidelity Wealth Management advisors have guided employees through some of the biggest market moments in history. They know what to watch for, what to prioritize, and how to help you move ahead confidently.

Your interests come first. Always.
That’s why we aim to keep our fees low and transparent. Because sound guidance should never cost more than it saves you.

Let’s start with a clear IPO wealth strategy and stay with you for everything that comes next

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Understand the equity you’ve earned

Your shares have real value and real complexity. Know how they work, when to act, and what it could mean for your taxes in the short term before you make a move.
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Know the possibilities for your shares

How and when you unlock your liquidity shapes what comes next. Get clarity on investment choices available to you, keeping you in control of decisions.
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Design plans for the long term

This moment is a foundation, not a finish line. Build a plan around you, your family, and your priorities with a timeline that brings it all to life.

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Our advisors bring experience to the IPO process

Fidelity Wealth Management advisors specialize in helping clients make the most of major financial moments like this one. From planning through the IPO process, to building what comes next.

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What to expect when you connect with an advisor

A quick look at what we’ll cover, and how we can help.

What to expect when you connect with an advisor

A quick look at what we’ll cover, and how we can help.

Exercising stock options during an IPO can trigger the alternative minimum tax (AMT), and the bigger the spread between your strike price and current value, the greater your exposure. Many advisors may not be prepared.

The good news: You can take steps to help minimize its impact. We can work with you to time capital gains, explore investment strategies, and help reduce your overall tax exposure.

Schedule a conversation
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Schedule a conversation

Not ready to connect? Keep exploring what sets us apart.

Understand your tax impact

Learn how your equity is taxed so that you can plan effectively for this year and what comes next.

Explore taxes and stock awards

Create plans with you at the center

Your equity is part of a bigger picture. Explore Fidelity’s unique approach to wealth planning for every stage of your life—from taxes and investments today to estate planning, family legacy, and charitable giving.

Explore Financial Planning

Invite your family into the conversation about the future

New wealth changes more than your finances. The Fidelity Center for Family Engagement helps you navigate the conversations that matter most with the people who matter most to you.

Visit Center for Family Engagement

Resources

advisors in the office

6 employee stock plan mistakes to avoid

See how to make the most of your company stock plan.

Article

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Making the most of your sudden wealth

Five reflective questions to help you achieve better outcomes.

This moment is yours. Let’s make the most of it.

Let’s talk. Together we’ll build a plan for everything that comes next.

Schedule a conversation
New to Fidelity? Start here

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

There are risks associated with investing in a public offering, including unproven management, and established companies that may have substantial debt. As such, they may not be appropriate for every investor. Customers should read the offering prospectus carefully, and make their own determination of whether an investment in the offering is consistent with their investment objectives, financial situation, and risk tolerance.

Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.

Other than with respect to assets managed on a discretionary basis through an advisory agreement with Strategic Advisers LLC, you are responsible for determining whether, and how, to implement any financial planning recommendations presented, including asset allocation suggestions, and for paying applicable fees. Financial planning does not constitute an offer to sell, a solicitation of any offer to buy, or a recommendation of any security by Fidelity Investments or any third party.

Fidelity advisors are licensed with Strategic Advisers LLC (Strategic Advisers), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity advisor provides advisory services through Strategic Advisers for a fee or brokerage services through FBS will depend on the products and services you choose. This information is intended to be educational and is not tailored to the investment needs of any specific investor.

Margin trading entails greater risk, including, but not limited to, risk of loss and incurrence of margin interest debt, and is not suitable for all investors. Please assess your financial circumstances and risk tolerance before trading on margin. If the market value of the securities in your margin account declines, you may be required to deposit more money or securities in order to maintain your line of credit. If you are unable to do so, Fidelity may be required to sell all or a portion of your pledged assets. Margin credit is extended by National Financial Services, Member NYSE, SIPC.

The Fidelity Center for Family Engagement is an affiliated business unit of FMR, LLC and operates externally from Fidelity's broker dealer and registered investment adviser entities ("Affiliated Entities"). Services available through FCFE are neither brokerage nor advisory products or offerings of the Affiliated Entities.

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