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.
Join our Client Portal Tips email distribution list. Simply let anyone on our team know and we'll take it from there!
If you ever get stuck, contact Jennifer for expert help!