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CHAPTER 4

How do I view my ESPP information on StockPlan Connect?

ESPP Questions


  • WILL I HAVE A USERNAME AND PASSWORD FOR STOCKPLAN CONNECT?
  • As your first ESPP purchase approaches, you will receive either an e-mail from StockPlan Connect containing a link or a hard copy mailer with temporary login credentials enabling you to access the site. Your password will be mailed separately from your User Name. Prior to your first share purchase, you will not have a User Name or Password and will be required to access the site via the “Enroll or adjust your contributions” link.

  • AFTER MY FIRST PURCHASE, HOW DO I LOG INTO STOCKPLANCONNECT.COM?
  • Leading up to your first ESPP purchase, you will receive an email from StockPlan Connect with a link to the online validation steps. You will be required to provide your Social Security Number (SSN) or Global ID (GID), company ticker symbol, and date of birth. Following this step, you will create a User Name and Password and answer several personal security questions, which you will be asked in the event you forget your User Name or Password in the future.

  • HOW DO I VIEW MY ESPP INFORMATION ON STOCKPLAN CONNECT?
  • Once you log into the site, you will see a list of your stock plans on the Overview page (you may need to scroll down).

  • DO I HAVE TO VISIT STOCKPLANCONNECT.COM PRIOR TO EACH PURCHASE PERIOD TO MAKE MY ENROLLMENT ELECTION?
  • Typically, an enrollment election will carry forward from one purchase period to the next. Contributions will not be changed or stopped unless you make a change on StockPlan Connect. Please refer to your company’s plan documents for additional information.

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