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How do I exercise employee stock options?


  1. Open the account you want to use.
  2. Click Enter Transactions.
  3. In the Enter Transaction list, select Exercise Employee Stock Option.
  4. Click Launch Wizard.
  5. Follow the on-screen instructions. Click Next to navigate through the windows. If you need more information, click a topic below to learn more.
    • Date
    • Which grant?
    • Type of grant
    • Type of transaction
    • Same day sale
    • Same day sale account
    • Exercise and hold
    • Exercise and hold account
    • Summary

Notes

Recording a transaction in Quicken does not execute a real-world trade, transfer, or other transaction. Contact your broker to execute trades or transfers, and then manually record the transactions in Quicken—better yet, download them directly from your participating financial institution.

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