Workflows
- · Granting Shares Outside of the Stock Incentive Plan
- · How to Exercise a Warrant
- · Amending a Stock Incentive Plan Workflow
- The Grantee Experience
- Granting Shares Above Fair Market Value
- · Capturing Dividends
- · Record Existing Secondary Sale
- Uploading Equity Promises in Bulk
- · Exchange of Stock Workflow
- · How To Record An Option Exercise In The Platform
- · Cancel Grant Workflow
- · Changing Authorized Shares or Par Value
- 409A FAQs
- · How To Upload an Existing Stock Incentive Plan
- · Granting Shares or Options Under Stock Incentive Plan Workflow
- · 409A Valuation Report (FMV) Step By Step Guide
- Granting Shares Below Fair Market Value
- How to Upload Custom Grant Documentation for Signature
- How to Configure Option Exercises to Include Custom Documents
- · How to Set Up a New Stock Incentive Plan
- · Generating Stock Certificates in Fidelity Private Shares
- · Repurchasing Shares Workflow (Upload Only and Not During Termination)
- · Stock Transfers & Record Existing Stock Transfer
- · Stock Splits
- · ASC 718 Stock Option Expense Report
- · IRS Form 3921