Steve Quincy
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Recent activity by Steve Quincy-
Why are shares not immediately available to withdraw from share purchase after a restricted stock or share unit release?
After a release is processed, the transfer agent sends the shares to Shareworks (the company). Shareworks (the company) first needs to ensure we have received the correct number of shares before we...
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How do I view my messages in Shareworks?
Upon logging in, select your Messages envelope icon in the top right-hand corner. The Messages tab will display details on all the automated messages Shareworks has sent to you regarding your accou...
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How do I update the personal information associated with my Shareworks account?
You can update your mailing address, contact information, personal identification security questions and answers, passwords, and other personal information in Shareworks. Click on your name in the ...
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How do I view my messages in Shareworks? (Private Companies)
Upon logging in, select your Messages envelope icon in the top right-hand corner. The Messages tab will display details on all the automated messages Shareworks has sent to you regarding your accou...
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Why is the employee work state/province so important in Shareworks?
For Canadian and U.S. clients, the employee work state or province is an important field within Shareworks because it can be used to determine taxation. This field can be very important if your hom...
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How do I view my profile in Shareworks?
To access you profile in Shareworks, hover over your name in the top right hand corner and select Profile. Within your profile, you can manage and access your personal profile, manage your financia...
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What is the difference between home and mailing addresses in Shareworks?
The home address in Shareworks controls certain functionality within the application (such as the calculation of withholding tax and the receipt/type of tax slips issued). It can only be updated by...
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What are the fees and commissions for completing a share plan withdrawal?
Commissions and transaction fees may apply to your withdrawal based on the terms and conditions of your plan. All applicable fees will be displayed during the online withdrawal process. After a tra...
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How do I view my profile in Shareworks? (Private Companies)
To access you profile in Shareworks, hover over your name in the top right hand corner and select Profile. Within your profile, you can manage and access your personal profile, manage your financia...
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How do I update my home and/or mailing address (and can it be done online)?
The home address may be updated by your company's account administrator. Typically a participant will advise their HR team of the update and the administrator will add the update to Shareworks. Thi...