Make the most of your account

Your account is here to help you manage your shares, get your cash, and keep you informed.

Go to the Stock Plan Resource Center overview

Open and certify
You may be required to certify your account to avoid additional taxes.

Access your cash
Link your bank account now, so you can access your cash when you decide to transfer it to your bank.

Make sure everything's up to date
Confirm your contact information is correct.

Certify your tax status

You may be required to certify your account to avoid additional tax withholding. The Internal Revenue Service (IRS) Form W-8BEN is used to certify that you are not a US citizen, not living in the US, and not subject to US tax withholding.

Since your account is based in the US, you need to complete this certification to make sure you are being taxed correctly for your country of residence.

Certify your accountLog In Required

Getting your cash

By linking your bank account now, you can expedite access to your money later. It only takes a few minutes.

Link your bank accountLog In Required

Never miss an important update

We'll stay in touch throughout the life cycle of your award or plan and let you know when there's action to take.

Make sure your contact information is correct, so you never miss an update or time-sensitive communications.

Go to your Profile pageLog In Required

Your Stock Plan Resource Center

The Stock Plan Resource Center provides the help and education you need to understand how your equity compensation works, including taxes, and selling and managing shares.

Visit the Stock Plan Resource Center

Selling your shares (PDF)

Use this step-by-step guide to find out how easy it is to sell your shares.

UK resident? Your awards could do more

Fidelity Stock Plan Services and Fidelity International are separate companies that work together to provide financial education and support. If you are in the UK, Fidelity International can help you explore what’s possible, wherever you are on your journey.

Stock plan glossary

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

Frequently asked questions

How can I transfer shares from my account to another institution without selling them? Do you charge anything for the transfer?
You can transfer your shares to another financial institution without selling them by filling in the SPS International Transfer Request Form:
- Go to Menu, select Customer Service, and then the Forms tab.
- The Transfer of Assets Form is available as a PDF at the bottom of the page.
Fidelity does not charge a fee for the transfer; however, your receiving institution may.
How do I set up a beneficiary for my account?

If your plan allows, contact a Fidelity Stock Plan Services Representative to request a paper form to designate beneficiaries for your account. You can complete the paper form and return it to Fidelity.
Can I still access my account if I leave the company?

Yes.

More Fidelity FAQs

Make the most of your account

Get set up for success

Certify your tax status

Getting your cash

Never miss an important update

Your Stock Plan Resource Center

Resources

Selling your shares (PDF)

UK resident? Your awards could do more

Stock plan glossary

Frequently asked questions

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Make the most of your account

Get set up for success

Certify your tax status

Getting your cash

Never miss an important update

Your Stock Plan Resource Center

Resources

Selling your shares (PDF)

UK resident? Your awards could do more

Stock plan glossary

Frequently asked questions