Real-time, enhanced reporting communications.
We can help maximize efficiencies and increase reporting transparency.

Siebert offers a FIX connection which provides the fastest experience to transfer data, which for you means no matter the size of your plan or the amount of data transfers for your participants, you will receive reporting updates and access administrative needs in real time.

Your data is always up-to-date so you have access when you need it.
Streamline your book keeping
How long to you spend manually keeping track of your equity compensation plan key dates and scheduling? Monitoring and managing this is simplified.
Flexible Administration Options
Choose exactly what’s right for your organization for the level of involvement you would like in managing your stock plan. You can feel confident that our personalized solutions will help you streamline processes, improve productivity, and tighten compliance.



Benefits of working with an administrative and reporting platform: 



• Administer multiple, separate award types from one convenient place


• Access a complete audit trail of transactions


• Easily cancel, replace, or modify grants


• Receive alerts that let you know when an activity requires your attention


• Choose the administration level that works best for you—full or partial
We've got you covered.
Siebert partners with multiple technology companies to give you the flexibility of selecting the perfect administration and reporting platform to combine with brokerage services.
Questions? Contact Us

Employee Stock Plan Portal

The Siebert portal provides full access to company equity through a single sign on at www.siebert.com. 
Here participants can access your companies branded home page, online account activation, real-time trading, self-service access to equity portfolio and statements and more

Financial Deep Dive

From they self-service Participant Portal, plan participants can view and accept grants, model exercise scenarios, and if your company is public, exercise their options with Siebert's Trading Platform. The insightsoftware Participant Portal utilizes single sign-on through Siebert to streamline participant access

Additional Investments

The powerful notification functionality lets stock plan administrators set up automated email alerts and reminders, like grant expiration, exercise approval or an upcoming restricted award taxable event.

Staying on Track

The participant portal makes it easy and convenient for ESPP participants to enroll during offerings periods, adjust their contribution election amount, review past purchases and check their plan balance.

talk to oUR TEAM TODAY
If you would like to learn more about how Siebert.SPS can assist you and your organization's equity compensation plan, give us a little more information about yourself, and someone from our team will reach out shortly.
Siebert Financial Corporation (“Siebert”) has a full range of brokerage and financial advisory services offered through its operating subsidiaries, affiliates and brands associated with Siebert Financial described below.

Muriel Siebert & Co., LLC Member: FINRA | NYSE | SIPC  – Provides brokerage and custodial related services and is the registered Broker Dealer and wholly owned subsidiary of Siebert Financial Corporation.

Siebert AdvisorNXT, LLC. (“SiebertNXT”) – A Registered Investment Advisor that provides investment advisory services and discretionary investment management for a fee. SiebertNXT is the brand name for Siebert AdvisorNXT, LLC. Prior to investing in a managed SiebertNXT portfolio, we will obtain important information from you about your financial profile and risk tolerances and we will provide you with a detailed investment proposal, investment Advisory Agreement and Wrap Fee Programs Brochure. These documents contain important information that should be carefully read before enrolling in a managed account program. Siebert AdvisorNXT, LLC. is a wholly owned subsidiary of Siebert Financial Corporation. Please read SiebertNXT Disclosures for more information.

Park Wilshire Companies, Inc. ("Siebert Insurance") - Offer insurance products and annuity investments through Park Wilshire Companies, Inc., a wholly owned subsidiary of Siebert Financial Corporation. Please read Siebert Insurance Disclosures and Siebert Annuities Disclosure.

RISE Financial Services LLC ("RISE Prime Services") - is a registered Broker Dealer and subsidiary of Siebert Financial Corporation. RISE Prime is a division of RISE Financial Services, LLC.

Siebert Employee Share Plans & Siebert Corporate Services – Partners with public companies to offer share plan administration solutions and services on behalf of their employees. Please read Siebert Corporate Service Disclosure.

Siebert Online and SiebertNXT response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance.

You should always carefully consider the investment objectives, risks, charges and expenses of any investment before investing. Investing in securities products involves risk, including possible loss of principal.

Siebert Financial Corporation (“Siebert”) its affiliates & subsidiaries do not provide tax advice, and you should always consult your own tax advisor before taking any action that may have tax consequences.
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