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How do I enter an employee stock option grant (ESOG)?

  1. Open the account you want to use.
  2. Click Enter Transactions.
  3. In the Enter Transaction list, select Grant Employee Stock Option.
  4. Click Launch Wizard.
  5. Follow the on-screen instructions.

Notes

  • If you're setting up a grant with an irregular vesting schedule, additional information is available.
  • Your options will not appear in the Portfolio until they have vested. Once the first vesting date is reached, you should see the option in the Portfolio, and the Shares column will show the number of vested shares available. To get a preview, change the Portfolio's As Of date.
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