Stock Plan Resource Center Make the most of your award or ESPP

Learn more about your award or ESPP, the potential benefits, and the actions you'll need to take.

Get started with your award or ESPP


Go to Fidelity NetBenefits® to accept 
your award or enroll in your company's ESPP.


Explore the benefits of your Fidelity brokerage account.


Take action: sell shares, access or move cash, and protect your assets.

How your stock awards and ESPP work

Restricted stock units (RSUs)

An award of stock units that is restricted until vesting requirements are met. Your company then distributes the value as either shares or cash.


A guide to RSUs

Employee stock purchase plans (ESPPs)

A benefit that lets you buy company stock from your paycheck.


A guide to ESPPs

Stock options (SOPs)

An award that gives you the ability to purchase shares of company stock at a specified price for a fixed period of time.


A guide to SOPs

Performance awards

An award of stock, units, or cash that is restricted until vesting requirements are met and may be adjusted based on company-established performance goals.


A guide to performance awards

Restricted stock awards (RSAs)

An award of stock that is restricted until vesting requirements are met. Your company then distributes shares.


A guide to RSAs

Cash awards

A fixed amount of cash that pays out after a waiting period.


A guide to cash awards

Stock appreciation rights (SARs)

An award that gives you the ability to receive shares or cash equal in value to the appreciation of company stock over a set period of time.


A guide to SARs

Private awards

An award of shares, options, or cash in a private company.


A guide to private awards

Getting started


Learn more about getting started, making the most of your Fidelity brokerage account, navigating your award or ESPP, and how Fidelity can help.


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Your Fidelity brokerage account advantage


Your award or ESPP is linked to a Fidelity brokerage account, which is where your cash or shares will go when they pay out. You can also use this account to trade stocks, bonds, mutual funds, ETFs, and more. Invest independently or with an advisor.


  • Competitive commissions
  • Diverse range of investments
  • 24/7 support online and by phone

Explore the Fidelity brokerage account

Money ideas


Whether you're waiting for your award to pay out or it's landed in your Fidelity brokerage account, make your money work for you.


Let Fidelity help you plan for your future financial wellness:


  • Take control of your day-to-day finances.
  • Find out why it's good to start with a plan.
  • Prepare for your retirement journey.

Get money ideas

Let's talk taxes


The cash or shares of your company stock that you receive or purchase are considered income.


  • Learn what activities can lead to taxes.
  • Understand popular tax withholding methods, if your company allows.
  • See what's new for tax season and download a tax guide.

Understanding stock plan taxes

Resources

Selling your shares


Get familiar with trading at Fidelity. Using step-by-step guides, find out how easy it is to place a stock trade.

6 stock plan mistakes to avoid


How to maximize the benefits of your company stock plan and avoid these 6 common mistakes.

Stock plan glossary


What's that word? Find definitions for commonly used terms.