Skip Navigation

(800) 993-2015

Call

Live Chat: Offline

Chat Offline

Managing Your Plan Just Got Easier.

 

(800) 993-2015

Live Chat: Offline

Open & Activate Account

In just a few minutes you can open your account. Access all the great benefits your stock plan has to offer.

Already Have An Account?

Manage your plan and take advantage of all the great benefits your stock plan has to offer.

Selling Your Funds

Find out all the options you have to have to sell your shares.

Stock Plan Basics.

Helpful instructions to guide you through common steps involving your plan.

 

 

Accept Your Grant

1. Please login to your Siebert account and navigate to the menu Employee Stock Plan.

2. From that page you can view your grants and electronically request to exercise your vested shares.

Enroll Your ESPP

(If offered by your employer)

1. Please login to your Siebert account and navigate to the menu Employee Stock Plan.

2. From that page click on “enroll” if you are eligible to enroll in your ESPP. Follow the prompt to begin enrollment.

3. Then select the percentage of payroll deduction from the applicable offering period. All details of ESPP enrollment are displayed on the ESPP page.

Account Funding & Transfers

Siebert offers multiple ways to fund your account. Please view the helpful instructions in detail below.

 

Documents & Forms

Siebert provides specific forms for different Siebert accounts.

Please login to access the correct forms, applications and documents for your stock plan.

Account Funding & Transfers

Wire transfers typically arrive in your Siebert account the next business day. In order to fund your account by wire transfer, you must have an established account.

Submit via Check

Personal checks must be drawn on U.S. financial institutions in U.S. dollars. We do not accept third-party checks. All checks must be made payable to Muriel Siebert & Co., Inc. Please note: all checks, except those sent to establish an account, should include your account number on the face of the check.

WAYS TO SUBMIT YOUR CHECK
*Make all checks payable out to: Muriel Siebert & Co., Inc.
*Please submit with a current copy of your driver’s license or passport.

MOBILE DEPOSIT
Deposit checks for processing straight from your iPhone®, iPad®or AndroidTM device via the Siebert Mobile app. It's easy, fast and convenient.

MAIL CHECK
Muriel Siebert & Co., Inc.
15 Exchange Place, Suite 800
Jersey City, NJ 07302

Wire Transfers

Wire transfers typically arrive in your Siebert account the next business day. In order to fund your account by wire transfer, you must have an established account.

*IMPORTANT: Information below applies to Employee Stock Plan clients only. If you have any questions, please contact us.

WIRE TRANSFERS - "Muriel Siebert & Co., Inc Clearing" 
Bank:
BMO Harris Bank
ABA#: 
071000288
Account Name:
Muriel Siebert & Co., Inc.
Siebert Account Name: 
Your Siebert Account Name
Siebert Account #: 
4184933
Deposit Amount:
Total $ Amount Deposit


Scan or email the completed and signed form to [email protected] or fax form to 310.858.7491. If you choose to physically mail your form via mail, please send to 18045 Oak Street, Omaha NE 68130.


Set up Electronic Funds Transfer (ETF)

You may set up your account to receive electronic funds transfer directly from your bank account. It takes about 10 business days for this link to be activated.

To establish an EFT link, please send or fax us a signed letter requesting this feature and a voided check from your bank. You will receive confirmation in the mail once the service has been set up.

Please note that EFTs cannot be used to pay for your initial transaction. You may fax the letter and a copy of the voided check to 212-486-2784, or mail it to Muriel Siebert & Co., Inc. at 15 Exchange Place, Suite 800, Jersey City, NJ 07302.

Account Transfers

*IMPORTANT: Information below applies to Employee Stock Plan clients only. If you have any questions, please contact us.

WIRE TRANSFERS - "Muriel Siebert & Co., Inc Clearing" 
Bank: 
BMO Harris Bank
ABA#: 
071000288
Account Name: 
Muriel Siebert & Co., Inc.
Siebert Account Name: 
Your Siebert Account Name
Siebert Account #: 
4184933
Deposit Amount: 
Total $ Amount Deposit

Scan or email the completed and signed form to [email protected] or fax form to 310.858.7491. If you choose to physically mail your form via mail, please send to 18045 Oak Street, Omaha NE 68130.



FAQs

How long does it take to receive my funds?
You may set up your account to receive electronic funds transfer directly from your bank account. It takes about 10 business days for this link to be activated. One it is activated, you may e-mail, phone or transfer funds online in either direction.

What information do I need in order to request an electronic funding transaction?To use electronic funding, you will need a valid checking or savings account number and the routing number for your bank. Additionally, within the Online Application, you will also need your U.S. driver's license number or state ID number. All electronic funding transactions must be made payable in U.S. dollars through a U.S. bank. We cannot accept an electronic funding transaction from accounts drawn on brokerage accounts or money market accounts.

Are my electronic funding transactions secure?
To ensure the integrity of the information you send via the Internet, electronic funding utilizes a multilevel server system with the latest in encryption software. Please see our Privacy Statement for more information.

Maximize your holdings and plan for the future.

You have financial priorities and obligations. Our Wealth Managers take a holistic approach and are available to provide advice and help you meet short-term needs while working towards long-range goals. They can work with you to create solutions tailored to your unique circumstances.

Questions? Let us help you.

Phone

Phone: (800) 993-2015

Give us a call.

Live Chat

Status: OfflineOnline

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

Email

Send us a message with your question or comment.
[email protected]

Chat with us!