How can I hide my ESPP stock plans?
Summary of User’s Issue and Solutions Discussed:
- The main problem reported by the user is that they are unable to hide old stock plan accounts from their portfolio, as there is no option available on the website.
- Fidelity representatives confirmed that currently, there is no option to hide old stock plan accounts but mentioned they would pass the user’s feedback to the development team.
- For the user’s request to delete or remove the old stock plans, Fidelity advised contacting their Stock Plan Services team for assistance.
Here’s the full thread
I no longer work at these companies but I see no option to hide these on the website. These stock plans do not show up in the account display preferences setting
Hi there, @kgb.
At this time, old stock plan accounts cannot be hidden on your portfolio, and we don’t have any updates to share on adding this ability. With that said I will pass along your inquiry as feedback to our development teams.
If there is anything we can clarify or if additional questions pop up, please don’t hesitate to ask! We’re always happy to help. 🟢
Is there a way I can get them deleted/removed instead?
Hey there, @kgb. Please feel free to reach out to our Stock Plan Services team. Representatives are available from 5:00 p.m. ET Sunday to midnight ET Friday, except on holidays when the New York Stock Exchange is closed.
Fidelity Contact Information: https://www.fidelity.com/customer-service/contact-us 🟢