Steve Quincy
- Total activity 156
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 78
Articles
Recent activity by Steve Quincy-
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...
-
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.
-
How do I produce a statement / summary of my account?
One of the benefits of Shareworks is that you can view comprehensive information for your holdings anytime, online. When you log into Shareworks click on the Activity tab. Click on Statement. Enter...
-
Can I complete a transaction by phone, email or chat?
The Shareworks Participant Experience Group can fully support transactions for you over the telephone and we are able to assist with many requests via chat as well. These are the preferred channels...
-
How do I enter and update my brokerage information?
You can update your brokerage information by clicking on your name in the top right corner of the page, then click on the drop down with your account number. Under Financial Institution Information...
-
What type of bank account should I use when selling my shares?
Proceeds are often sent from the country where your employer has its head office. This could mean that you will need to provide international payment wire details for the funds to be deposited in y...
-
How do I enter and update my bank information?
If you did not provide banking information in Shareworks when you opened your account, you may enter it by clicking on your name in the top right corner of the page, then click on the drop down wit...
-
Are taxes withheld from my gross proceeds?
In the case of Stock Option Plans Any taxes to be withheld are determined by the individual stock option plan. Your company will specify if payroll taxes at source apply to the exercise of your opt...
-
If I don't have Internet access, can I still use Shareworks?
Yes. You can access your holdings by contacting the Participant Experience Group from 6 a.m. to 6 p.m. Mountain Time, Monday to Friday. Our team will answer any questions you may have regarding you...
-
Can I transfer between my non-registered and a Canadian RRSP plan?
Yes. Shareworks facilitates inter-plan transfers. Participants are allowed to move shares from a non-registered plan to a Canadian RRSP plan.