Your Fidelity brokerage account: A home for your stock plan shares and more

Your account holds the cash or vested shares from your stock plan. It's also a powerful brokerage account where you can trade and invest.


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Transfer all or part of an account to Fidelity

This account is for you—and your future


This is the account you opened when you received your stock plan award or enrolled in your company's ESPP.


This brokerage account is available on Fidelity.com and Fidelity NetBenefits® so you can quickly and easily navigate between the two.


The account is yours to keep even if you leave your employer. It's a great place to consolidate all your trading and investing.

Unlock the value in your stock plan benefit


Accessing your cash or cashing in your vested shares is straightforward.


  1. Log in to your account

    Start at Fidelity.com.

  2. Access your money

    You can sell shares to convert them to their cash value.

  3. Take advantage of the proceeds

    Spend or reinvest your funds. Invest on your own or with our help.



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Customize your account


Set your Fidelity brokerage account up to work for you.
Add important information and connect it to your other accounts for convenient efficiency.

Update your information


  • Make sure you've provided your preferred email.
  • Choose one or more beneficiaries for your account.
  • Specify how you'll treat dividends in your account.

Bring it all together


  • Link your bank account to make transfers easy.
  • Access your cash using a Fidelity® Debit Card.
  • Consolidate investment accounts at Fidelity.
Customize your accountLog In Required

Choose how to handle your dividends

If your company stock pays a dividend, it goes into your brokerage account as cash by default. You can also reinvest that money to purchase more stock or other investments and keep it working for you.


Reinvest your dividendsLog In Required

Resources

5 tips for new investors


To establish a solid foundation for investing, make sure you have emergency savings, have paid off any high-interest debt, and are taking advantage of any employer matching programs.

Trading or investing: Which is right for you?


Investing and trading both involve buying securities like stocks, ETFs, or mutual funds with the plan of making money. But they are not the same thing.

Smart MoneySM


Fidelity's Smart Money newsletter offers a fresh take on financial news, providing quick tips and inspiration to help you spend, save, and invest wisely. Boost your money habits with easy, actionable advice.

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, selling and managing shares, and planning for your financial goals and priorities.


Visit the Stock Plan Resource Center

Take full advantage of your Fidelity brokerage account


$0 commissions
Trade US stocks and ETFs online commission-free1


Create a balanced portfolio
Complement your stock plan awards with a diverse range of investments including mutual funds, stocks, and ETFs—all in one account.


24/7 support online and by phone
Get round-the-clock support with your savings and investment decisions, by chat or by phone
at 800-343-3548.

Expand your investing


Your brokerage account is a powerful platform for your investing goals. Trade stocks, mutual funds, ETFs, and more. Buy and sell fractional shares. You can even transfer investments from other accounts into your Fidelity brokerage account. Our research, tools, and education resources help you make informed trading decisions you can feel confident about.


Explore investment opportunities

Trade the way you want


Day or night, at home or on the road. We have the trading platforms you need to help make smart decisions and to execute your trades. Pick one or use them all.


Explore our trading platforms

Get investing support when you need it


We're here to answer your questions 24/7. Call us anytime at 800-343-3548, or chat online with an investment professional.


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More ways to invest and save


Recurring investments

Make it a habit

Investing the same amount at regular intervals can help reduce the impact of volatility. Making recurring investments can also help you benefit from the potential of compounding returns to help grow your portfolio over time.


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Learn more


Get invested

Find your fit

Answer some simple questions about your goals and preferences, and find investments that may fit your goals from a broad offering, including stocks, options, exchange-traded funds (ETFs), and mutual funds.


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Trading dashboard

Single-screen trading

Tackle all of your trading needs in a single screen—get real-time market data, research ideas, and execute trades right now. Works on any browser, desktop or tablet.


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Learn more

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, selling and managing shares, and planning for your financial goals and priorities.


Visit the Stock Plan Resource Center

Learn more about investing

Make the most of your company stock plan


It's important to understand your equity grants and key dates. Learn about 6 key mistakes to avoid.

How much do I need to retire?


A step-by-step guide to choosing and managing your own investments.

The guide to diversification


Build a solid investment strategy to help realize your goals—no matter what the market does.

Let us help you plan and manage your investments


Flexible options
Work 1-on-1 with an advisor, access coaching, or choose the ease of digital investing. You can start with a no-strings-attached conversation.


Peace of mind
Having a plan gives you the freedom to focus on the things that matter most. We're here to collaborate with you to help you pursue a range of financial goals. 


Coordination
We can build and manage a portfolio around your goals, and even review how your non-Fidelity accounts are invested.

Connect with an investing professional


Talk to a Fidelity professional—an Investment Solutions representative can answer your questions and help support your objectives.


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For illustrative purposes only

Support your strategy with digital advice


Get affordable, professional money management from Fidelity. Fidelity Go® offers digital investing plus access to coaching2. Managed by a team of professionals, Fidelity Managed FidFolios® let you build a custom portfolio3 that you can personalize by adding or removing stocks and industries.


Learn about digital advice offerings

Work with a Fidelity advisor


An advisor can help you create a personalized plan around your goals and your full financial picture, and collaborate with you on an investment strategy designed to grow and protect your wealth.


Connect with an advisor

Need help choosing?

Answer 4 questions to help us learn more about some of your financial needs. We'll use your answers to help you compare the managed account services we offer.


Explore options

Learn more about working with an advisor

How to find and choose an advisor


Financial professionals provide services like financial planning and investment advice. Costs can vary—interview several to find the right pro to fit your needs.

3 ways an advisor can help make a difference


Good advisors will work with you to create a personalized investment plan and identify opportunities to help grow and protect your assets.

What's a robo advisor, and how does it work?


Robo advisors use technology to manage investments on your behalf using a strategy built around your goals and preferences.

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, selling and managing shares, and planning for your financial goals and priorities.


Visit the Stock Plan Resource Center

Frequently asked questions

Learn more about the Fidelity brokerage account you use to help manage your employer's stock plan benefit.



About your Fidelity brokerage account (The Fidelity Account®)

  • How do I find and withdraw my money?

    Shortly after your award vests, your cash or shares will be deposited into your Fidelity Account. Find them by logging in to Fidelity.com and looking at the upper left of your "Portfolio" page. You can also see it in the Fidelity mobile app under "Accounts," within the "Investment" subheading.

    If you have purchased or vested company stock in your account, you will need to sell those shares if you want to convert them to cash proceeds. Select "Positions" and select the stock you want to sell (any holding restrictions will be listed in the "Sale Available Date" column). When the proceeds from selling your stock have settled in your account, they will be available for access.

    If you sold shares, exercised an award, or received a payout, there are several easy ways to access your cash directly from your Fidelity Account®. You can link a bank account, set up checkwriting, or use a debit card.

    Setting up these features ahead of time will help ensure that you don’t have to wait for your cash. Visit the Features by Account page to get started.

  • What are the costs and minimums required for my brokerage account?

    There are no fees associated with having a Fidelity brokerage account. To understand fees or commissions associated with certain transactions, funds, or managed products, please consult the commissions, margin rates, and fees page.

    There are no cash or share minimums associated with your Fidelity brokerage account, and your balance can be $0.

  • Can I use my Fidelity brokerage account to buy and sell other types of investments besides my company's stock?

    Yes, you can use your Fidelity brokerage account for more than just trading your company's stock. You can trade a wide variety of investments including stocks, ETFs, mutual funds, and fixed income investments.

  • Why is there less in my Fidelity brokerage account than I expected after my award vested or paid out?

    The amount in your Fidelity brokerage account may differ from the amount you anticipated because of market fluctuation (i.e., a change in your company's stock price) or because taxes have been withheld in accordance with your plan rules. Use Fidelity's tax-planning resources to learn more about taxes, when they're paid, and how to file your tax return.

  • What happens to my Fidelity brokerage account after I leave my employer?

    Your Fidelity brokerage account is yours to keep even after you leave your employer. You may continue to use it to trade a wide variety of investments including stocks, ETFs, mutual funds, and fixed income instruments. 

    After separation, you will not be required to sell company shares that you own outright. You may retain or sell the shares you own at your discretion. Visit Fidelity NetBenefits®Log In Required and refer to your plan documents for what your separation may mean for any outstanding shares or contributions made as part of your company’s particular plan.

    If you have recently or will soon be separating from your employer and need help deciding on the right next move when it comes to your Fidelity brokerage account, support is available to you 24/7. Chat online with an investment professional, or call anytime at 800-343-3548.

Take it with you


Our award-winning4 app gives you mobile access to your brokerage account, along with a broad range of investments, expert insights, and tools to help you make smart investing, saving, and financial planning decisions. Available on Apple®, Android™, and Amazon devices.



Download now


Available on Apple® and Android™ devices.


Learn more about the Fidelity mobile app