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FIDELITY STOCK PLAN SERVICES

Setting Up Electronic Funds Transfer (EFT)A quick-start guide for accessing proceeds after a tradeAfter you have activated your Fidelity Account®, your next step is to set up instructions for how you’d like to receive any cash proceeds. Doing this in advance of any future stock sales will help you be ready to access your cash when the time comes.

How to set up an electronic funds transfer (EFT)

Setting up your EFT is quick and easy, and in most cases you can send cash from your account as soon as your trade has settled.

Log in to NetBenefits.com.41Click the Individual Brokerage account tab and select Update Accounts from the Quick Links drop-down menu.

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Click Transfer in the black menu bar at the top of the page.

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2 FIDELITY STOCK PLAN SERVICES

On the floating Transfer box that pops up, click Add a bank account, which is in the bottom left of the box.

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5 On the Add a Bank Account page, select the account to which you are adding a bank. Click Continue.

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6 You will need your bank’s ABA routing number and your bank account number. These are typically found at the bottom of your checks.

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Log in to NetBenefits.com. 41

Click the Individual Brokerage account tab and select Trade Stocks/ETFs from the Quick Links drop-down menu.

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Select the position you wish to trade, then select Sell under the Action tab. You will then be directed to the expanded trade ticket.

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How to place a trade and send sale proceeds to your bank when your trade settles

Once you have set up your EFT, you are ready to send sale proceeds to your bank account when your trade has settled.

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Complete the trade order ticket and select Transfer Proceeds to automatically send the sale proceeds to your bank when the trade settles (trade settlement is completed after three business days).

If you haven’t already set up EFT, you can do it now. The default is always to send a check to the address on record.

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