General
Accounts & Passwords
- I forgot my account password, what do I do?
- How do I activate my account?
- 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?
- I have forgotten my account number, what do I do?
Navigating Shareworks
- How do I navigate my account in Shareworks (Public Companies)?
- How do I navigate my account in Shareworks (Private Companies)?
- How do I navigate my dashboard? (Private Companies using Quantity View)
- How do I navigate my dashboard?
- How do I navigate my dashboard? (Private Companies using Value View)
- How do I navigate my account portfolio?
Exercises & Transactions
- When will I receive my proceeds?
- How do I exercise my stock options?
- How do I accept a grant agreement?
- How do I withdraw my shares?
- What shares can I withdraw?
- What types of exercise transactions can I complete in Shareworks?
Savings Plans
Tax
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?