Exercises and Transactions

How do I enter and/or update my banking and brokerage information? (Public Companies)

Keeping your banking information up to date is important to ensure that your funds are delivered accurately.

To Enter/Update Your Banking Information

1. Sign in to your Shareworks account

2. Click your name on the top right

3. Click View Profile

4. Under the Financial Institution Information section select Manage Banking Information

   

5. Click Add or Edit Banking Information

6. Make your desired updates or edits

7. Shareworks will need to verify that the edits are requested by you. To do that, select how you would like to receive the verification code

8. Enter the verification code once you receive it, and click Save

NOTE: You will need to have an email, cell phone number, or landline number on file that is provided by your company to make any changes to your banking information. If your account does not have this, please contact your company administrator to get this information added.

To Enter/Update Your Brokerage Information

1. Complete steps one to four above

2. Under the Financial Institution Information section, select Manage Brokerage Account Information

3. Select Add Brokerage Account or Edit Brokerage Account

4. Make your desired updates or edits

5. Click Save