Employee Purchase Stock Plan

Build Ownership in Costco’s Success

The Employee Stock Purchase Plan (ESPP) offers employees the opportunity to become shareholders and benefit from the company’s growth and profitability. With regular payroll deductions, participating employees can purchase Costco’s common stock effortlessly.

Participation in the ESPP is voluntary and should be considered as part of a well-diversified investment strategy.

Eligibility and Enrollment

SmartDollar provides a clear, step-by-step method to help you eliminate debt, create an emergency fund, and save for important milestones like college tuition or a home down payment.

Manage Your ESPP Account

UBS Financial Services Inc. manages Costco’s ESPP program, providing online tools to simplify account management. With UBS, you can enroll or update your payroll contributions, view your stock balance, sell shares, opt for paperless statements, and activate your account with ease.

Questions and Support

For any ESPP-related questions, contact:

  • UBS Financial Services: 844-313-4764 (Weekdays, 5 a.m. – 9 p.m. Pacific Time)

  • For questions about Morgan Stanley accounts: Morgan Stanley Stock Plan Services at 800-367-4777.

Start Investing Today

The Costco ESPP makes it simple for employees to invest in the company’s future. Take the first step by activating your UBS account and setting up payroll contributions.