The Online Payments feature allows participants to link one or more bank accounts to Shareworks. This can be used to fund payments for the following: taxes, fees, RSUs or options when completing an exercise or transaction in Shareworks.
If your company has added you to the Savings Plan setup for online payments, you will see a link to Add Funds when viewing your saving plan.
Note: All screenshots are for illustrative purposes only.
Alternatively, you can add your bank account by clicking the following: Profile > Manage Deposit Account
Manual Link (3-4 business days)
- Once you manually input your banking information, it will trigger Shareworks to transmit 2 small deposit requests to your bank.
- Once the requests are received, you will need to log back into Shareworks to confirm the amounts and complete the process of attaching the account.
- The manual process typically takes 3-4 business days.
- It is recommended to complete this process well in advance of any exercise deadlines to ensure it is finalized before funds are required.
Manual Link step-by-step tutorial
Step 1: Select account type and enter banking details.
Step 2: Review your details and the summary of the next steps in the pop up provided.
Step 3: You will receive a notification within 3-4 days to return to the account to complete linking your account.
Step 4: Once you have received the notification to complete the process, you will need to complete the verification. You will: a) click the "Verify bank account" button and then b) input the deposits that you received in your bank account.
Step 5: Hit the Confirm button. At this point, the account is linked and you can now add funds.
CRC 4717133 (05/22)