​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Access to information when and where you w​​ant ​​it.

From an employee's perspective, that's the key to a successful plan experience. Our suite of participant services ensures that employees can manage their participation in your employee equity plans easily and efficiently.​​​​​​​​​​​

We want to hear from you. Let's talk about how we can support your employees.

Contact Us

 Take a tour of our participant website

 Employees access their accounts in three ways

  • Phone
    We offer extended service hours so that employees have nearly round-the-clock access to plan help. Our participant service representatives (PSRs) are available from 3 a.m. to 9 p.m. Eastern on all days that the New York Stock Exchange is open.
  • IVR
    Our fully customizable and translatable interactive voice response (IVR) system makes account inquiries and transactions simple, without needing to speak to a representative.
  • Web
    Employees can access plan information from anywhere at any time with our mobile-friendly website. It’s designed with the participant in mind and offers clear navigation and a user-friendly interface on any web-enabled device.

 Support your senior executives with a dedicated team

  • Personalized service
    Our highly trained team provides your executives and corporate insiders with the individualized attention and service they expect.
  • Certification and training
    Each member of our Executive Services team is a Certified Equity Professional and fully licensed to support your Section 16 and Rule 144 corporate insiders.
  • Communication and reporting
    Our team offers expertise and knowledge to assist with a range of issues including support with SEC Rule 144 and Section 16(b) transactions, communications tied to Form 4 filing, and swift trade execution.

​Participant​​​ education

Employee equity plans can be a challenge to understand, especially the complexities around taxation. Our participant education site has articles to help your employees make sense of it all. Take a brief video tour of our participant education site.

 We support your employees no matter where they are

  • Multilingual website
    With availability in multiple languages, our site is convenient for participants outside the U.S.
  • IVR and language line
    Participants can navigate the IVR in multiple languages or access translation services when speaking to a representative.
  • Foreign currency exchange
    Participants can receive distributions in more than 70 currencies
  • Extended hours
    Access to our communication center in Barcelona means participants can speak with representatives on their schedule and at their convenience.