How-to · Income

Set up equity compensation

Add stock options, equity awards, or an employee stock purchase plan to your plan.

Equity compensation is added to an employment income source so that compensation, vesting, and the resulting account value remain connected.

Before you begin

Gather the latest grant or plan statements from your employer. Depending on the type of compensation, you may need grant dates, vesting schedules, share counts, strike prices, and the current share price.

Add the compensation

Go to Income.
Add or edit the employment income associated with the award.
In the equity compensation section, choose the appropriate award type.
Enter existing grants and any expected future grants.
Review the destination investment account created for vested or exercised shares.

Check your assumptions

Review the share price and future grant assumptions carefully. These inputs can materially affect projected income, taxes, and investment concentration.

For background on concentrated positions and expected returns, explore the Learn library.