About Fidelity
Fidelity Stock Plan Services
Fidelity provides leading workplace solutions to meet the needs of our 20,000+ clients and their employees1; including equity plans, retirement, financial wellness, total reward strategies and more.
Fidelity’s Stock Plan Services business provides global equity plan administration to 750+ clients and their 2.7m+ participants2. Our goal is to help make your job easier and support your employees in understanding and engaging with their equity awards.
Why do so many companies count on Fidelity to manage their global equity plans?
- Product and service excellence – ensuring our clients’ satisfaction is at a consistently high level
- Flexible global recordkeeping solutions; from full outsourcing to partial administration
- Integrated reporting and tax management capabilities
- Intuitive industry-leading digital experience and educational support for participants
- Global service in 190+ countries with multilingual support; including translation services in nearly 200 languages
- Almost 800 dedicated global call centre representatives available 24 hours a day, 5 days a week
- Client-centred and knowledgeable teams with the most certified stock plan professionals in the industry3
- The potential to seamlessly integrate other workplace benefits on a single platform
To learn more, visit www.fidelityworkplace.com
1 Data includes FMR LLC and FIL - June 2020.
2 Source: Fidelity Internal Reporting as of August 30, 2023.
3 Certified Equity Professional Institute at Santa Clara University, as of March 2021.
Fidelity Stock Plan Services, LLC provides recordkeeping and/or administrative services to a company’s equity compensation plan.
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