Broker Check

CLIENT PORTAL BEST PRACTICE  TIP

Stock Options in Your Client Portal

Your client portal includes the feature to include your stock options and grants in your financial plan. This includes Restricted, Non-Qualified and Incentive Stock Options.

By entering this information in your client portal, your financial plan will include the potential income and tax consequences, year by year.

Work with your Wealth Manager to accurately add this information in your client portal.

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