​​​​​​​Whatever plan types your company offers, whatever the size or complexity, our full service package has you covered. You’ll have a dedicated account management team at your disposal to help with reports, special eve​nts, updates to your plans, and more. You also have access to a suite of online tools for when you want to manage things yourself. And if you need a more custom solution to manage your plans, we will off you our expertise and our support to develop the solution that works best for you.​


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 Full-service support from a dedicated account service team

​​From day 1 of the implementation process, you'll be introduced to your dedicated relationship manager. This person will be with you every step of the way to guide you through setting up and managing your plan with Computershare. Backing up the relationship manager is your account manager, who work together to ensure the best possible service of your plan.​​​​

Meet your relationship manager
This is your primary point of contact, the person with overall responsibility to make sure our services meet or exceed your expectations. Your relationship manager also is responsible for monitoring your plan and identifying ways to make plan administration more efficient and cost-effective for you.
Meet your account manager
This is the person who handles the day-to-day management of your plan, the person who generates and provides you with company reports, the one who is responsible for daily processing and research, and the one who fields your general questions.

Tools to help you manage your plans

​In addition to your account service team, you have access to a suite of online tools you can use to manage your plan as well.​ As a full-service client, you have the freedom to manage your plan as little or as much as you desire. We'll provide you all the training and support you need to use these tools, or let your relationship manager and account manager do the work for you.

Financial reporting

​For your finance team, we offer an integrated, hosted solution for financial reports. ​Grant and award data is updated nightly to ensure up-to-date accuracy. Your finance team will have their own direct access to these reports. And every number in these reports is fully auditable.

Available report types

  • Forfeiture
  • Expected term
  • EPS dilution
  • FMV calculations
  • Weighted average assumptions
  • Unrecognized compensation expense
  • Expenses by department
  • Award breakdown by price range and officer/director positions
  • Journal entries

Solution highlights

  • Forfeiture rate true-up
  • Real-time drill-down of all calculations
  • Breakdown, by contract, for all ledger accounts
  • Mobility accounting and administration
  • Full tax withholding support
  • Deferred tax asset calculations
  • Variable/liability accounting
  • Performance unit accounting
  • Breakdown of expenses by cost center and location
  • Report customization
  • Grant modification accounting

​Full-service support for plan participants

In addition to providing you full-service support for the administration of your awards, we provide the same level of full-service support for your plan's participants. They'll have account access via our Employee Online site with additional options to manage their accounts using our interactive voice response phone system or contacting one of our highly trained live customer service representatives. Service highlights include:

Single sign-on access

Participants can access accounts conveniently right from your company’s intranet through our single-sign-on capabilities.

Account access from any device

Our participant site is built with responsive design, so your participants will have access to the full functionality of the site from any mobile device.

Multi-lingual support

Optional service allows participants to manage accounts in multiple languages through multi-lingual web and language line services

Payments in multiple currencies

Choose to receive sales proceeds by check or wire in one of 70+ currencies. Direct deposit is also available for payments in U.S. dollars.

Live support for that personal touch

Live participant service representatives are available from 3 a.m. to 9 p.m. Eastern, any day the New York Stock Exchange is open.

​Take a tour of our Employee Online site

​​Participants can easily manage their plans with Employee Online. They can view and accept grants and awards, conduct price modeling, manage option exercises and restricted stock vestings, make tax elections, execute sales, access and print plan documents, statements and tax forms, certify W-8BEN and W-9, select e-communication preferences, and learn through complimentary financial education articles and tools.

Dedicated team to support your senior executives

For your reporting officers whose transactions are subject to SEC Rule 144 or Section 16(b), we have a dedicated team of licensed professionals to help them manage their awards​. With a dedicated phone line, your executives will have direct access to our executive services team whenever they are ready to make a sale.

  • Dedicated, licensed team
    Each team member is FINRA and Series 7 and 63 licensed, as well as a certified equity professional.
  • 10b5-1 sales plan support
    Our team will help executives set up and manage 10b5-1 sales plans covering stock options, SARs and restricted stock.
  • Form 144 filing
    We will prepare Form 144 and file it with the SEC as well as the applicable stock exchange as needed for sales transactions.
  • Section 16 Manager
    Our easy-to-use software solution allows you to quickly generate, manage and transmit Forms 3, 4 and 5 to the SEC.
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 Wealth management services for your employees

We provide each client with the opportunity to offer wealth management services to its executives and other high net worth employees through our relationship with HighTower Advisors, LLC. This service is voluntary for each client and for its employees. We will work with you to set up education sessions with HighTower Advisors, so they can introduce their services to your eligible employees. At no time will HighTower Advisors solicit your employees directly. Any employee who wishes to become a client of HighTower Advisors will do so directly with the firm, subject to approval of HighTower Advisors.


The wealth management and financial planning services are provided solely by HighTo​wer Advisors and not by Computershare Trust Company, N.A. or any of its affiliates (“CTCNA”). Any deposits or investments made by employees through HighTower Advisors are not deposits with or obligations of CTCNA, are not guaranteed by CTCNA and are not FDIC insured. Products and services offered by HighTower Advisors are subject to investment risks, including possible loss of principal amount invested. CTCNA and HighTower Advisors are separate and unaffiliated firms, and neither is responsible for the products or services of the other. CTCNA makes no recommendations regarding the advisability of any employee opening an account with HighTower Advisors or making any deposits or investments through HighTower Advisors.
CTCNA will receive a referral fee from HighTower Advisors. Our clients will not be charged any additional fees or expenses as a result of this referral arrangement.​


​Educate participants on their awards

Increase the value of employee equity plans to participants with a well-designed, well-targeted education campaign
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​​Got questions? Like ​​a demo? Ready to go?

Got questions about our full-service administration solution for your equity awards? Or perhaps you would like to see a demo of our service? Or perhaps you are just ready to get started! Fill out the form below and let us know. Our experts will get back to you right away.​