For most users, the first time you log into Shareworks you will need to review your account information and agreements. You will be presented with all your exchange agreement(s) and related real-time stock quotes. You also need to provide your professional subscriber status, W-8BEN or W9 status (where applicable), and indicate how you wish to receive your tax information (online versus paper copy, where applicable).
In the case of stock option or other award-based plans
Your current portfolio will be presented for you to review and approve. If you agree, select I agree under the chart. If you do not agree, click I Do Not Agree and enter any relevant comments. Your Plan Administrator will follow up to resolve your concerns. If a change is made in your account, you will be prompted to review the online update.
Once your portfolio information is displayed correctly, click I agree. You will now have full access to the content and functionality within your Shareworks account. For every subsequent login, the Account Summary will display a chart for each incentive you hold.
Beside each exercisable option will be the word Exercise. Click this link to begin the online exercise process. If the Exercise link does not appear, your holdings cannot be exercised. This could happen for a number of reasons, including your options are not yet vested, you are currently in a blackout phase, you have not verified your account holdings, or you have not agreed to the online agreements.
In the case of share purchase plans
If your plan permits in-service withdrawals, the word Withdraw or Transact will appear beside the plan details. Click the link to begin the online withdrawal process.