Head-to-head · Stock Plan Administration Software
Fidelity Stock Plan Services vs E*TRADE Stock Plan
Fidelity Stock Plan Services leads on 0 checks, E*TRADE Stock Plan on 0, and 5 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.
Our verdict
- Highest scoreFidelity Stock Plan Services · 9.2/10
- Most featuresFidelity Stock Plan Services · 5 of 6
Fidelity Stock Plan Services scores higher on our rubric for stock plan administration software: 9.2 against 8.6 out of 10; our editors rank them #2 and #7.
Fidelity Stock Plan Services is the better fit for large employers managing varied equity plans. E*TRADE Stock Plan is the better fit for employers focused on participant stock-plan access.
- Fidelity Stock Plan Services fits best
Large employers managing varied equity plans
- E*TRADE Stock Plan fits best
Employers focused on participant stock-plan access
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Side by side
| Feature | Fidelity Stock Plan Services 9.2/10 Visit ↗ | E*TRADE Stock Plan 8.6/10 Visit ↗ |
|---|---|---|
| At a glance | ||
| Editor score | 9.2 | 8.6 |
| Ranking | #2 in Stock Plan Administration Software | #7 in Stock Plan Administration Software |
| Best for | Large employers managing varied equity plans | Employers focused on participant stock-plan access |
| Pricing model | Paid | Paid |
| Starting price | Pricing on request | Pricing on request |
| Free plan | Not checked yet | Not checked yet |
| Free trial | — | — |
| Deployment | Cloud, Mobile | Cloud |
| Platforms | Web, iOS, Android | Web |
| Built for | Mid-market, Enterprise | Small business, Mid-market, Enterprise |
| Features Fidelity Stock Plan Services 5/6 · E*TRADE Stock Plan 2/6 | ||
| Employee grants | ✓ | ✓ |
| ESPP administration | ✓ (best) | Not checked yet |
| Option exercise | ✓ (best) | Not checked yet |
| Tax withholding | ✓ (best) | Not checked yet |
| Participant portal | ✓ | ✓ |
| Reporting and exports | Not checked yet | Not checked yet |
| Specs | ||
| Participant limit | Not checked yet | Not checked yet |
| Our review | ||
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| Cons |
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| Our verdict | Fidelity Stock Plan Services provides recordkeeping and administrative services for employers’ equity compensation plans, with participant-facing tools in Fidelity NetBenefits. It supports stock options, employee stock purchase plans,… Read the review → |
E*TRADE Stock Plan is part of Morgan Stanley at Work’s employee stock plan services. It combines equity compensation plan administration solutions for companies with stock plan account access for participants. Employees can view holdings… Read the review → |
Strengths and trade-offs
Fidelity Stock Plan Services — where it wins
- Supports options, ESPPs, restricted stock, performance awards, and SARs
- Participants can enroll, accept grants, exercise options, and make tax elections
- NetBenefits supports account viewing, trading, and moving money on mobile
Where it doesn't
- Pricing requires contacting sales
- Plan administration sits alongside services from the company or other providers
- Participant share management depends on Fidelity accounts
E*TRADE Stock Plan — where it wins
- Shows holdings by benefit type or action status.
- Highlights grants ready for acceptance, unvested, sellable, or exercisable.
- Provides personalized action items and Tax Center document access.
Where it doesn't
- Administration pricing is not published on the site.
- Stock plan commissions and fees are visible only after login.
- Published capabilities provide less detail on plan processing and reporting.
- Fidelity Stock Plan Services9.2/10 · Pricing on request
A full-service option for employers administering multiple equity plan types and participant activity.
Visit FidelityFull verdict → - E*TRADE Stock Plan8.6/10 · Pricing on request
Participant access to holdings, grant status, action items, and tax information.
Visit E*TRADEFull verdict →
More comparisons
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- Fidelity Stock Plan Services vs Schwab StockPlanManager
- Fidelity Stock Plan Services vs Certent Equity Management
- Morgan Stanley at Work vs E*TRADE Stock Plan
All stock plan administration software comparisons → · Full ranking →
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
Last updated · How we research and update