General
Accounts & Passwords
- I forgot my account password, what do I do?
- How do I activate my Shareworks account?
- How do I log into Shareworks?
- How do I change my password?
- How do I view my account number?
- I have forgotten my account number, what do I do?
Navigating Shareworks
- How do I navigate my dashboard? (Public Companies)
- How do I navigate Shareworks (Public Companies)?
- How do I view my profile in Shareworks?
- How do I navigate my dashboard? (Private Companies using Quantity View)
- How do I navigate my dashboard? (Private Companies using Value View)
- How do I navigate Shareworks (Private Companies)?
Exercises & Transactions
- How do I enter and/or update my banking and brokerage information? (Public Companies)
- How do I link my bank account for Online Payments?
- When will I receive my net proceeds from a sale?
- How do I exercise my stock options?
- How do I sell or transact on my shares?
- How do I pay for my exercises online? (Public Companies)
Savings Plans
Taxes
- When can I expect to receive my 2021 tax documents? (Canada & U.S. participants)
- How do I complete the W-9 form?
- How do I complete the W-8 BEN form?
- Where can I find the tax slip for my exercise?
- How do I access, download, and/or print my completed W-8BEN or W-9 online tax certification?
- What is the common reporting standard self-certification form?
Mobile App
- How do I tell if my available value includes restricted amounts in the mobile app?
- How do I add banking information in the mobile app?
- Where is the documents tab located in the mobile app?
- How do I change or reset my password on the mobile app?
- Does Single Sign-on (SSO) work for the Shareworks mobile app?
- How do I log into the Shareworks application using an app on my device?