Steve Quincy
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Recent activity by Steve Quincy-
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...
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What types of exercise transactions can I complete in Shareworks?
Option-based plans In the case of option-based plans, there are multiple types of transactions to choose from within Shareworks. The most common ones are outlined below. Exercise available options ...
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How do I navigate my account portfolio?
Upon logging into Shareworks, select the Portfolio tab. The Portfolio section in your account displays information on both your Share Purchase and Holdings and Stock Options and Awards held in Sh...
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I have forgotten my account number, what do I do?
If you have forgotten your account number, you can retrieve it online and have the information emailed to your work email address. Simply click the Forgot Your Account Number link on the login page...
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How do I check if my withdrawal has been received by Shareworks and view its status?
To verify that your withdrawal has been received by Solium and is being processed, click the Activity tab. The Activity tab is a complete summary of all withdrawals, including pending and historica...
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How do I navigate my account portfolio? (Private Companies)
Upon logging into Shareworks, select the Portfolio tab. The Portfolio section in your account displays information on your Share Purchase and Holdings, Stock Options and Awards, and Securities held...
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How do I unlock my account?
Your account is locked after six unsuccessful login attempts (unless your company has chosen to increase or decrease this number). You must contact the Participant Experience Group to unlock your a...
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How do I check if the exercise on my options has been received, and view its status?
To verify that your exercise has been received by Shareworks and is being processed, click the Activity tab, there you will see In Progress and Past Events sections. Activity is a complete summar...
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How do I view my account activity?
Upon logging into Shareworks, select the Activity tab. The Activity section in your account includes details on you actions within Shareworks. From this section you can view details on individual e...