General
Accounts & Passwords
- I forgot my account password, what do I do?
- How do I activate my account?
- How do I view my account number?
- Can I attach my Shareworks account to my Mint money management app?
- How do I log into Shareworks?
- It is my first time logging into Shareworks, what do I need to do?
Navigating Shareworks
- How do I navigate my account in Shareworks (Public Companies)?
- How do I navigate my dashboard?
- How do I reach the team that provides Transcentive support?
- How do I navigate my dashboard? (Private Companies using Quantity View)
- How do I navigate my account in Shareworks (Private Companies)?
- How do I navigate my dashboard? (Private Companies using Value View)
Exercises & Transactions
- How do I link my bank account for Online Payments?
- When will I receive my proceeds?
- How do I exercise my stock options?
- What is an online payment?
- How do I accept a grant agreement?
- How do I withdraw my shares?
Savings Plans
- Where do I download the application form for registered accounts?
- Can I add a beneficiary to a registered or a non-registered account?
- How do I open a registered account within my Shareworks account?
- Do I have to send another application form to change my contribution level to a registered plan?
- Can I transfer from my DPSP account to my RRSP account?
Tax
- Changement au crédit d’impôt pour des dividendes / Changes to the dividend tax credit in Quebec
- 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?
- What is the common reporting standard self-certification form?
- Where can tax documents be found?
Equity 101
- What is a stock option?
- What is an employee share purchase plan (ESPP)?
- What are restricted shares (RS) and restricted share units (RSU)?
- What are Tandem Share Appreciation Rights (TSARs)?
- What are share appreciation rights (SARs)?
- Who is an insider?