The Fidelity Investments® App has been significantly
updated to enable stock plan participants to better access and track
their portfolios and conduct transactions from their iPhone®,
iPod touch® or Android™ smart phone, the firm announced today.
With the updates, participants with stock option plans can now exercise
and sell their options by following simple prompts within the Fidelity
Investments App. Investors can determine the total value of all of their
options, the price of their exercisable options, the estimated value of
their options and the aggregated tax rate that will apply if the options
are sold.
Previously, participants could view their stock plan account balances
from their iPhone, iPod touch or Android smart phone but could not
conduct transactions.
Today’s updates are the latest in a series of advances Fidelity has
introduced as part of its commitment to providing investors the best
mobile tools and apps available. Recently, the firm launched a Fidelity
Health & Insurance App for iPhone and iPod touch. The app provides
health care coverage information, such as copayments and contact
numbers, as well as information on in-and-out-of-network coverage and
other data. Other recent mobile enhancements include improved trading
and research capabilities, comprehensive international market analysis
and mobile check deposit for IRA and brokerage customers.
“Fidelity is pleased to provide today’s busy investors the smart mobile
tools they need to stay connected to their portfolios no matter where
they are,” said Joan Bloom, senior vice president of Fidelity’s Stock
Plan Services business. “Now our participants not only can check their
account balances but also conduct transactions on the move. As a firm,
we will continue to advance our technology as we see new opportunities.”
More Detailed Information Available Via App for All SPS Accounts
Under the new enhancements, participants in all of Fidelity’s stock plan
categories – restricted stock, stock appreciation, performance and
employee stock purchase and stock options – can now access more detailed
information about their accounts via mobile devices.
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Participants with restricted stock units, restricted stock award plans
and performance award plans can now see the value of their accounts,
their transaction history and grant details such as price, date and
quantity
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Participants with stock option plans and stock appreciation rights
plans can see their grant details for accepted and unaccepted grants
as well as pending stock option exercises, including transaction
details and history
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Participants with stock purchase plans can see offering periods and
transaction history
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Participants with restricted stock units, restricted stock awards
plans and stock appreciation rights plans can view their vesting
schedules
Fidelity is a leading provider of stock plan administration services. It
services 230 employers nationwide, representing $120 billion in grant
value1 and more than 1.5 million participants. The Fidelity
Investments App is available free from the App Store on iPhone and iPod
touch or at www.iTunes.com/AppStore.
About Fidelity Investments
Fidelity Investments is one of the world’s largest providers of
financial services, with assets under administration of $3.7 trillion,
including managed assets of $1.6 trillion, as of March 31, 2012. Founded
in 1946, the firm is a leading provider of investment management,
retirement planning, portfolio guidance, brokerage, benefits outsourcing
and many other financial products and services to more than 20 million
individuals and institutions, as well as through 5,000 financial
intermediary firms. For more information about Fidelity Investments,
visit www.fidelity.com.
Fidelity does not provide legal or tax advice and the information
provided is general in nature and should not be considered legal or tax
advice. Consult with an attorney or tax professional regarding your
specific legal or tax situation.
The third party trademarks appearing herein are the property of their
respective owners.
Guidance provided by Fidelity is educational in nature, is not
individualized and is not intended to serve as the primary or sole basis
for your investment or tax-planning decisions.
Stock plan recordkeeping and administrative services are provided by
Fidelity Stock Plan Services, LLC.
Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street,
Smithfield, RI
611936.1.0
©2012 FMR LLC. All rights reserved.
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