Steve Quincy
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Recent activity by Steve Quincy-
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...
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Will I receive notification about my awards vesting?
When creating a grant on Shareworks, your company administrator has the option to enable or disable messaging for vesting awards. If enabled, messaging will send an email reminder to you 5 and 30 d...
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Can I request a re-issue of funds using email?
No. This type of activity cannot be requested by email. You must call the Participant Experience Group to request a re-issue of your funds.