Introduction
This article explains how you can directly enter your credit card information into the platform while your lawyer runs the incorporation workflow for you.
Incorporation Workflow
Legal counsel involvement
Your counsel will kick off the Incorporate a New Company or Onboard Existing Client workflow. They will complete the steps in the workflow up to the Request Billing Contact step, at which point, they will enter your name.
Until the payment information has been added, your counsel will not be able to proceed with the workflow. They can check the status and if necessary, send reminders.
Adding billing information
You will receive an email asking you to log in to add the payment information. If you do not have an account set up, you will be prompted to create or link a Fidelity.com account.
You will be presented with a breakdown of the fees for the incorporation process, including filing fees and your first year of registered agent service. At the bottom of the page, you'll be asked to enter your credit card information.
Click Continue once the payment information has been entered. Your legal counsel will receive a notification and can continue with the incorporation workflow.
Additional Resources
Adding a Credit Card and Updating Billing Contact
Screenshots are for illustrative purposes only.
Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
Fidelity Private Shares LLC provides cap table management and other administrative services to private companies and their equity compensation plans.
Fidelity Private Shares LLC
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