Computershare Offers New Services for Equity Plan Clients

Equity compensation plan participants will now have access to wealth management and brokerage services.

Computershare Limited has launched referral arrangements with HighTower for wealth management services and TD Ameritrade, Inc., for brokerage services for employee equity plan clients.

HighTower is a national financial services firm headquartered in Chicago. HighTower advisers commit to the fiduciary standard and provide individual and institutional clients with wealth management and financial planning services. The company offers educational services to help employees better understand and maximize the value of their stock grants and awards.

TD Ameritrade offers a full spectrum of investment solutions, plus numerous tools to help people manage their assets, including retirement calculators, educational videos and webcasts.

“Our clients have expressed an interest in having both wealth management and brokerage services available for their executives and the wider group of employee plan participants,” says Kevin Brennan, executive vice president of equity services business development & strategic client management at Computershare. “The arrangements we now have with HighTower and TD Ameritrade illustrate our commitment to meet the needs of our clients and their participants.”