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    Before You Begin

Setting up your employee stock plan account should only take a few minutes. To get started you'll need to complete the following steps:

  • Tell us about yourself, including your U.S. Social Security number or employee ID. You will also need the authentication code sent in your welcome letter or e-mail. (Need a new authentication code?)

  • Tell us about your employer, including the company's stock ticker symbol.

  • Tell us about any co-account holder(s). Details we need include your co-account holder(s)' name, address, Social Security number, and employer. Please note that only applicants who have permanent legal residence in the United States can be added as co-account holders.

  • Tell us about your investment goals. Industry regulations require that we ask about your financial goals, income, and net worth.

  • Set up your preferences, including your user ID and password and where you'd like to receive your electronic statements.
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