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How do I sell ESPP (employee stock purchase plan) shares?


  1. Open the account you want to use.
  2. Click Enter Transactions.
  3. In the Enter Transaction list, select Sold ESPP Shares.
  4. Choose the security for which you're selling or removing shares.
  5. Click Launch Wizard.
  6. If you need additional information as you're completing the Sold/Removed ESPP shares wizard.
    • Do you want to record the proceeds of this transaction in a Quicken account?
    • Sell/remove shares
    • 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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