February 22, 2025
General Updates
- Forgot Username or Password: We've updated our account recovery process to direct users to the appropriate recovery path based on the email associated with their Fidelity Private Shares account.
February 8, 2025
General Updates
- Improve bulk certificate actions in workflows: Now in all upload workflows that involve stock certificates, users are able to "select all" when deciding to defer or generate certificates. This improves the usability of the following upload workflows: Common Stock Sale, Equity Financing, Record Existing Stock Transfer, Record Existing Secondary Sale, Exchange Shares, Additional Financing Closing, and Capture Dividends.
- Exit Scenario Planner Export: The Exit Scenario Planner now exposes return by individual and investment in the export.
January 25, 2025
General Updates
- Disqualifying Dispositions Report: We have introduced a new report that tracks disqualifying dispositions of Incentive Stock Options and calculates the reportable ordinary income. This report is located in the Equity Transactions Report.
- Companies and Firms Directory: "Not Invited" has been added as a filter option for relationship status in the Companies and Firms Directory.
- Linking to Split Stock Certificates: My Equity has been updated to display active certificates issued after a stock split.
- My Equity Update: For awards that have undergone an update to the number of shares, via a repurchase or transfer for example, we now display both the number of units in the "Original issuance" and the "Net Effective Issuance" amount that includes the modifications.
- 10% Shareholder Rule: Per share price calculation for 10% shareholder rule has been updated to account for grants made above FMV.
- Reissue Stock Certificates Workflow Update: We have updated the prepare shareholder notifications step in the Reissue Stock Certificates Workflow to provide more clarity about when and if shareholder notifications are released. Updates include a new "Wait for Signatures" step and an optional step to prepare the shareholder notification email.
January 11, 2025
General Updates
- W-9 IRS Forms: We updated the W-9 IRS forms to the 2024 versions.
- W-4 IRS Forms: We updated the W-4 IRS form to the 2025 version.
- 83(b) Form: We updated our 83(b) filing form to Form 15620, recently published by the IRS.
- Rule 701 Report: The Rule 701 report now uses the grant date to determine Fair Market Value for RSAs and RSUs.