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Stock plan services.

Welcome!

We’re here to help you take advantage of your stock plan with a variety of resources. Click on each of the links below to take action and set up your stock plan account. Current participants, log in to manage your stock plan account.

(800) 993-2015

Live Chat: Offline

Getting Started

If you are a participant of an employer who has a relationship with Siebert, you may open your Siebert Account and manage many other account features.

Selling Shares

Sell your stock plan shares online, get cash from your account or reinvest the proceeds by opening an investment account with Siebert.

Financial Wellness

See how Siebert's tools, resources, and one-on-one guidance can help you achieve your financial goals.

The Siebert Difference

Stock plan account basics

Account login

Online ID: Enter the customized Online ID you created during the online application process.

Password: Enter the customized password you created during the online application process.
Forget Your Password?

Account activation

Go through the Account Usage Terms and SEC Requirements. Please review, fill out the required information, and click on "I agree" to proceed.

Trading stock

Log into your Siebert account and navigate to the menu Employee Stock Plan. From there you can view your grants and electronically request to exercise your vested shares.

Enrolling in your ESPP

There are several ways you can enroll in your ESPP Plan. Your employer will provide the instructions. If you are instructed to enroll here directly, follow these instructions.

Log into your Siebert account and navigate to the menu Employee Stock Plan tab in the new window that opens. From that page click on "enroll" if you are eligible to enroll in your ESPP, and then select the percentage for deduction. Click "submit" to complete your selection.

Stock Plan Resources

Want to learn more about your Employee Stock Plan? Not finding what you're looking for? Visit our Getting Started page for additional documents, instructions, and educational information.

Questions? Let us help you.

Phone

Phone: (800) 993-2015
International: +1 (212) 644-2400
Fax: (212) 486-2784

Live Chat

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Mon - Fri 8:30am - 5:00pm EST

Email

Send us a message with your question or comment.
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