Best Fidelity Stock Plan Services Alternatives in 2026
The top Fidelity Stock Plan Services alternatives are Computershare Employee Share Plans, Morgan Stanley at Work and Shareworks: 15 stock plan administration software our editors would look at instead of Fidelity Stock Plan Services, in our ranking order.
Fidelity Stock Plan Services: A full-service option for employers administering multiple equity plan types and participant activity. Where it falls short: pricing requires contacting sales.
Switching from Fidelity Stock Plan Services? For most stock plan administration software buyers the best Fidelity Stock Plan Services alternative is Computershare Employee Share Plans, built for enterprises managing global employee share plans. On a budget, EquityList starts at $100/mo. Ledgy has a free plan.
Why People Look for a Fidelity Stock Plan Services Alternative
- Pricing requires contacting sales
- Plan administration sits alongside services from the company or other providers
- Participant share management depends on Fidelity accounts
Quick Picks by What You Need
- Best overallComputershare Employee Share Plans9.3
Enterprises managing global employee share plans
Visit Computershare Employee Share Plans - Lowest priceEquityList7.9
Paid plans from $100/mo
Visit EquityList - Best free optionLedgy8.2
Has a free plan
Visit Ledgy
All 15 Fidelity Stock Plan Services Alternatives, Ranked
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
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Best forEnterprises managing global employee share plans
- Better than Fidelity Stock Plan Services:
- Editor score 9.3 vs 9.2
A managed global share-plan service for organizations with complex employee equity programs.
9.3/10★★★★★Visit Computershare -
Best forMid-size and large employers with global equity plans
Global plan administration connects grants, vesting, exercises, share sales and reporting.
- ESPP administration
- Option exercise
- Reporting and exports
9.0/10★★★★☆Visit site -
Best forMid-market and enterprise global equity programs
Global plan administration with employee award actions, reporting, and regulatory-event support.
8.9/10★★★★☆Visit Shareworks -
Best forMid-market and enterprise HR/payroll teams
A control-focused equity administration platform with HR/payroll APIs and reporting tools.
- Tax withholding
- ESPP administration
- Reporting and exports
8.8/10★★★★☆Visit Morgan Stanley -
Best forEnterprises managing insider filings and global tax
StockPlanManager pairs equity-plan workflows with Section 16 filings and global tax reporting.
- Tax withholding
- ESPP administration
- Reporting and exports
8.7/10★★★★☆Contact Schwab -
Best forEmployers focused on participant stock-plan access
Participant access to holdings, grant status, action items, and tax information.
- Participant portal
- Employee grants
8.6/10★★★★☆Visit E*TRADE -
Best forCompanies needing compliance reporting and grant workflows
A full-lifecycle stock plan platform with participant workflows and public-company reporting.
- Tax withholding
- Option exercise
- Reporting and exports
8.4/10★★★★☆Visit Certent -
Best forCompanies wanting end-to-end plan and participant workflows
End-to-end equity plan administration, from grants and vesting to employee share transactions.
- Tax withholding
- ESPP administration
- Option exercise
8.3/10★★★★☆Try Optio Incentives -
Best forTeams needing broad equity coverage and HRIS links
Broad equity workflows, with a free entry plan and paid tiers for deeper automation.
8.2/10★★★★☆Visit Ledgy -
Best forUK-focused firms managing discretionary share plans
Sharetrack combines employee plan administration, share registers and HMRC reporting.
- Option exercise
- Reporting and exports
- Participant portal
8.0/10★★★★☆Visit Sharetrack -
Best forGlobal employers managing grants, ESPPs, and reporting
A broad equity plan platform for grant administration, ESPPs, participant transactions, and reporting.
- ESPP administration
- Option exercise
- Reporting and exports
7.9/10★★★★☆Visit J.P. Morgan -
Best forSmall teams managing employee equity and cap tables
EquityList pairs cap-table tools with employee equity workflows and a free entry plan.
7.9/10★★★★☆Visit EquityList -
Best forUK small businesses managing employee share schemes
A UK-focused share-scheme platform with Essentials from £25/month and guided administration options.
7.8/10★★★★☆Visit Vestd -
Best forStartups needing cap-table and employee-equity workflows
Pulley brings cap-table, employee-equity, and compliance workflows into one platform.
7.7/10★★★★☆Visit Pulley -
Best forSmaller firms managing a range of equity awards
Broad equity-award coverage with published annual-billing plans starting at $200/month.
7.6/10★★★★☆Visit OptionTrax
Fidelity Stock Plan Services Alternatives: Common Questions
What is the best alternative to Fidelity Stock Plan Services?
Computershare Employee Share Plans: #1 in our Stock Plan Administration Software ranking, with an editor score of 9.3 out of 10. A managed global share-plan service for organizations with complex employee equity programs.
Is there a free alternative to Fidelity Stock Plan Services?
Yes. Ledgy and EquityList have a free plan or a free tier.
What is the cheapest paid alternative to Fidelity Stock Plan Services?
Of the alternatives here that publish a price, EquityList starts lowest, at $100/mo.
Why do people look for Fidelity Stock Plan Services alternatives?
Pricing requires contacting sales; Plan administration sits alongside services from the company or other providers; Participant share management depends on Fidelity accounts.
How do I switch from Fidelity Stock Plan Services?
Export your data from Fidelity Stock Plan Services (most tools have an export in their settings). Sign up for the alternative; start on its free plan or trial if it has one. Import your export and set up the integrations your team relies on. Run both side by side for a short while, then cancel Fidelity Stock Plan Services.
How to Switch from Fidelity Stock Plan Services
- Export your data from Fidelity Stock Plan Services (most tools have an export in their settings).
- Sign up for the alternative; start on its free plan or trial if it has one.
- Import your export and set up the integrations your team relies on.
- Run both side by side for a short while, then cancel Fidelity Stock Plan Services.
Fidelity Stock Plan Services vs Each Alternative
| # | Tool | Paid from | Employee grants | Score |
|---|---|---|---|---|
| 2 | Fidelity Stock Plan Services | Yes | 9.2 | |
| 1 | Computershare Employee Share Plans | 9.3 | ||
| 2 | Morgan Stanley at Work | Yes | 9.0 | |
| 3 | Shareworks | 8.9 | ||
| 4 | Equity Edge Online | Yes | 8.8 | |
| 5 | Schwab StockPlanManager | Yes | 8.7 | |
| 6 | E*TRADE Stock Plan | Yes | 8.6 | |
| 7 | Certent Equity Management | Yes | 8.4 | |
| 8 | Optio Incentives | Yes | 8.3 | |
| 9 | Ledgy | 8.2 | ||
| 10 | Sharetrack | Yes | 8.0 | |
| 11 | J.P. Morgan Workplace Solutions | Yes | 7.9 | |
| 12 | EquityList | $100/mo | 7.9 | |
| 13 | Vestd | £25/mo | 7.8 | |
| 14 | Pulley | 7.7 | ||
| 15 | OptionTrax | $200/mo | 7.6 |
Head-to-Head
- Fidelity Stock Plan Services vs Computershare Employee Share Plans
- Fidelity Stock Plan Services vs Morgan Stanley at Work
- Fidelity Stock Plan Services vs Shareworks
- Fidelity Stock Plan Services vs Equity Edge Online
- Fidelity Stock Plan Services vs Schwab StockPlanManager
- Fidelity Stock Plan Services vs E*TRADE Stock Plan
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
Last updated · How we research and update