Steve Quincy
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Recent activity by Steve Quincy-
How do I navigate my account in Shareworks (Private Companies)?
Public company version can be found here: How do I navigate my account in Shareworks (Public Companies) Dashboard Upon logging in, you will see your Dashboard. From your Dashboard, you can: Und...
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How do I activate my account?
Visit https://shareworks.com/activate and choose one of the following three methods: Company Email Address Enter your company email address. Complete the captcha section. Once completed, we will s...
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Where do I download the application form for registered accounts?
Application forms are located in the Documents tab in your Shareworks account.
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How do I withdraw my shares?
Click on the Portfolio tab. On the Share Purchase and Holdings tab, locate the required stock option purchase plan. If your plan permits in-service withdrawals, on the right you will see the word W...
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How do I navigate my dashboard?
Upon logging in, you will see your Dashboard. Your Dashboard displays your Total Portfolio Value, Tasks, Past Events, and Future Events. The Total Portfolio Value area shows you a breakdown of y...
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How do I log into Shareworks?
Go to https://shareworks.solium.com. Enter your account number and login password.
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Can I transfer from my DPSP account to my RRSP account?
A deferred profit-sharing plan (DPSP) is a registered plan. To determine if you can transfer between your DPSP and registered retirement savings plan (RRSP), please refer to your company’s plan rul...
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What shares can I withdraw?
You can withdraw any shares that are listed as Available to Withdraw in the table on the Savings Plan Details screen. Please refer to your plan documents for information on restricted shares and th...
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How do I navigate my dashboard? (Private Companies using Value View)
Upon logging in, you will see your Dashboard. Your Dashboard displays your Total Portfolio Value, Tasks, Items in Progress, Upcoming Events and Past Events The Total Portfolio Value area shows y...
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It is my first time logging into Shareworks, what do I need to do?
For most users, the first time you log into Shareworks you will need to review your account information and agreements. You will be presented with all your exchange agreement(s) and related real-ti...