Steve Quincy
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Articles
Recent activity by Steve Quincy-
How do I link my bank account for Online Payments?
The Online Payments feature allows participants to link one or more bank accounts to Shareworks. This can be used to fund payment for the following: taxes, fees, RSUs or options when completing an ...
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How do I navigate my account in Shareworks (Public Companies)?
If you work for a private company, see How do I navigate my account in Shareworks (Private Companies) Dashboard Upon logging in, you will see your Dashboard. From your Dashboard, you can: Under...
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How do I navigate my dashboard? (Private Companies using Quantity View)
Upon logging in, you will see your Dashboard. Your Dashboard displays your Tasks, Items in Progress, Upcoming Events and Past Events The Tasks area allows you to act on any items available to you ...
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How do I reach the team that provides Transcentive support?
If you’re an administrator who is looking for help with Transcentive, including Transcentive downloads, guides or other resources previously found on Solutions Central, please email support@shar...
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How do I reach the team that provides Corporate Focus support?
The Corporate Focus application has been decommissioned as of January 4, 2021. If you have any questions, please reach out to your Shareworks Relationship Manager or contact: cfsupport@shareworks.com
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Can I attach my Shareworks account to my Mint money management app?
Mint is a third-party money management app that allows individuals to aggregate data from their financial institutions and accounts into one central application. Shareworks does not support or auth...
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How do I view my account number?
If you are logging into Shareworks through the Shareworks website or the mobile application, you will need to know your account number. If you have Single Sign-On (SSO) access, you can log into you...
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I forgot my account password, what do I do?
If you have a phone number or two-factor authentication on your Shareworks account, you can reset your password online. Simply click the Forgot Your Password link on the login page and complete the...
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Do I have to send another application form to change my contribution level to a registered plan?
No, you do not need to send another application form to change your contribution level to a registered plan. You can log into your Shareworks account and do the changes from your dashboard. Locate ...
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How do I exercise my stock options?
To exercise a stock option, click on the Portfolio tab, next click on Stock Options and Awards tab. Click the Exercise link on the far right in blue writing. You will be prompted through the simple...