Upon logging into Shareworks, select the Portfolio tab.
Depending on your portfolio holdings you can navigate between the two areas by selecting either Share Purchase and Holdings or Stock Options and Awards. These tabs may be named something different in your company, but for simplicity we will refer to them here as Share Purchase and Holdings and Stock Options and Awards tabs.
The Share Purchase and Holdings tab provides detailed information about your cash holdings and is where you can add funds to your account (as applicable).
The Stock Options and Awards tab provides detailed information about your stock options or awards including grant details, current value, and a view of options or awards that can be exercised. You can select on a grant to see additional information about an award such as its vesting schedule. This tab also provides you with the ability to manage release elections and exercise grants (as applicable). For more information on exercises and releases, please see Exercises and Transactions.
The Securities tab allows you to access information on active securities in the Account Summary tab and cancelled securities in the Cancelled Securities tab.