​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​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

 Support your senior executives with a dedicated team

​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.