Equity Awards Partial-Service Administration Solutions

​With our partial-service plan, we provide you a suite of online tools to help you manage your plan. We also provide extensive training on these tools plus comprehensive guides to ensure you know how everything works. You also receive live support from your own dedicated relationship manager.​​​

Your service description may be partial, but support for your participants is anything but. Participants have 24/7 account access through our Employee O​nline site. There they can acknowledge grants,conduct price modeling, make tax elections, exercise options, manage vestings, sell shares, 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. Other highlights of our participant service include:​

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.​​

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.​

Got questions about our full-service administration solution for your eq​uity 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.​​