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.