How can I issue restricted stock to advisors?
You can use our Hiring products to issue restricted stock to new or existing advisors. To get started:
- 1
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Click
Teams in the main navigation bar.
- 2
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Select the team for the company.
- 3
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Click
Overview in the sub-navigation bar to open the team overview page.
- 4
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Click the
Issuance tile.
- 5
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Click
Advisor.
- 6
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Select whether you’d like to issue restricted stock to a new or existing advisor.
Note: If you want to issue restricted stock to a new advisor, you’ll be prompted to complete an advisor agreement before proceeding.
- 7
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Select
Restricted Stock.
- 8
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Click
Start Paperwork.
- 9
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Click
Start Document Set and then fill out the required information for the document set.
