Build your understanding of equity.

The first step toward taking full advantage of your equity is understanding it. Learn how each equity type works, brush up on the basics of investing, and explore ways to put your equity into action.

Restricted stock units and awards

Restricted stock units (RSUs) and restricted stock awards (RSAs) are shares of company stock awarded after you meet certain vesting conditions (like duration of employment) set by your company.

Learn about RSUs and RSAs

Employee stock purchase plans

An employee stock purchase plan (ESPP) is an optional program that allows you to buy shares of your company stock at a discounted price.

Learn about ESPPs

Stock options

With non-qualified stock options (NQSOs) and incentive stock options (ISOs), you have the opportunity to participate in the growth of company stock.

Learn about NQSOs and ISOs

Performance stock units and awards

Performance stock units (PSUs) and performance stock awards (PSAs) are forms of equity compensation your employer grants to you upon achieving a specific performance target within a set time period.

Learn about PSUs and PSAs

Stock appreciation rights

Stock appreciation rights (SARs) are a type of equity compensation directly tied to your company's stock performance over a set time period.

Learn more about SARs

Initial public offerings

An initial public offering (IPO) occurs when a private company shifts to being a publicly owned company. It is the first time a private company lists its stock to be bought or sold by the public.

Learn more about IPOs

Just getting started? Learn the fundamentals of investing.

If you've been granted equity, you're officially an investor. Building your investing knowledge can go a long way toward helping you make the most of your equity. Discover the fundamentals of investing, why it matters, how to place trades, and more.

Start learning

Discover what's possible.

What's your next step? Where are you trying to go with your finances? No matter what your goals are, we have solutions, education, and support to help you take action as you move through your financial journey.

Find out what equity can do for you

Call

If you live in the U.S., call 800-654-2593.

If you live outside the U.S., visit the Contact Us page to find your country's local number.

Our specialists are available Monday through Friday, 24 hours a day.

Chat

Log in to your account, head to the Equity Awards tab, and select the chat icon to be connected directly with a Stock Plan Services Specialist.

Access resources

Have questions about navigating your equity account? Searching for a specific form?

Visit our Videos & Forms page for helpful resources.