The Stock Plan Account Balances screen is updated intraday, including real-time stock sell execution and other activity (e.g., dividends). Intraday balances are shown in bold, gold type.
Use the Stock Plan Account Closed Positions screen to view information about positions that closed in the current or previous calendar year. The information, sorted in ascending sell request by CUSIP and date sold, includes (for each closed lot) quantity, cost basis (when known), and the proceeds, if any, from the sale. For income tax purposes, gain on positions associated with an equity compensation plan or Employee Stock Purchase Plan (ESPP) may be treated as ordinary income rather than a capital gain.
Total cost basis information for each position can be found on the Cost Basis screen. To view lot detail for a position, select View Lots in the corresponding Quantity cell.
Use Estimate Gains to estimate the proceeds you'd receive by exercising your options, or to estimate the number of options you'd need to exercise in order to receive a certain amount of cash or underlying shares.
You can view up to 18 months of history, in 90-day segments. Intraday history displays in bold italics. For history beyond the last 18 months, refer to your printed statements or contact a Fidelity Stock Plan Services representative. You can find our contact information on the Contact Us page.
All positions held in your account, including unsettled transactions, appear on the Positions Summary screen as of the date displayed.
Select the Tax Lots Choose Specific Shares field if you want to specify the tax lots from which to sell shares. Edit the number of shares specified in the Shares Specified field.
Important Information
Use caution when placing market stock sell requests because the price of securities may change sharply during the trading day or after-hours. During periods of heavy trading or volatility, real-time quotes may not reflect current market prices or quotes. Please review the sell request information and quote provided on the Stock Sell Request Verification screen before submitting your sell request.
Use the Stock Sell Request Status screen to view all sell requests placed during standard market hours. On the Stock Sell Request Status screen, you can also
When you have net proceeds from your company’s stock plans, the method by which these proceeds are distributed to you depends on your company's plan.
- Bank Wire. If you provided bank wire instructions, Fidelity Stock Plan Services will wire the net cash you requested to your bank account. You may request that net cash held as U.S. dollars be sent to you in your local currency. Fees and other charges may apply.
- Check. If you did not provide bank wire instructions, Fidelity Stock Plan Services will send your net cash proceeds to you by mail in a check. You may request that net cash held as U.S. dollars be sent to you in your local currency. Fees and other charges may apply
You can view statements, trade confirmations, tax forms, and prospectuses/reports as Web pages. You can also view statements, trade confirmations, and tax forms as PDFs, for better print quality. PDFs require Adobe® Reader®.