Connect Fidelity

Fidelity is an equity management integration that syncs grant data to Pave via file upload. You export a vesting report from Fidelity's Plan Sponsor WebStation, then upload it in Pave.

Before you connect

• You need an Administrator account on the Fidelity Plan Sponsor WebStation.

Connect Fidelity to Pave

1. Log in to the Fidelity Plan Sponsor WebStation as an Administrator.
2. From the Home page, click the Reporting tab and go to Standard Reporting.
3. Click Grant.
4. Select CrossTabbed Vesting Report and fill in the fields to generate the report.
5. Modify the report to include these additional fields:
   • Client Grant ID
   • Grant Date
   • Award Currency
6. Export the report as CSV: go to Export > Data > CSV.
7. In Pave, go to Connections and find Fidelity.
8. Click Get started, then upload the CSV file you exported.

Troubleshooting

Upload fails or no data appears The uploaded file must be in CSV format. Verify that you selected the CrossTabbed Vesting Report and added the Client Grant ID, Grant Date, and Award Currency fields before exporting.

Fields that sync

Custom mappings may apply to your account.

• Employee name, email, employee ID
• Grant ID
• Grant date
• Grant type
• Share count (granted and outstanding)
• Vesting dates and quantities
• Currency