Steve Quincy
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Recent activity by Steve Quincy-
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...
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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...