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CHAPTER 3

How do I choose a wire transfer of funds for my procceeds delivery on StockPlan Connect?

Wire Funds Questions


  • WHEN I DO A STOCK PLAN TRANSACTION ON STOCKPLAN CONNECT, HOW DO I CHOOSE A WIRE TRANSFER OF FUNDS FOR MY PROCEEDS DELIVERY?
  • Once you set up Wire instructions, you can execute your transactions through the Exercise Grants or Sell Shares buttons on StockPlan Connect. On the Sell/Exercise page you will be asked “How Would You Like the Proceeds Delivered?” From the Delivery Method drop-down box, you will select your payment reference. If you have not previously established wire instructions, you can also do so at this time. If you have equity plans in more than one company, you can now easily copy your wire instructions to all your companies. This can be done at the time of set-up or you can click the link, “Use for all companies” and follow the steps to confirm the instructions you want to carry over.

Note: Clicking on the edit/delete Link will take you to the Profile: Payments Instructions screen where you can see or edit your Wire Transfer instructions details. However, your transaction will not be saved. You can also edit your Wire Transfer instructions after your trade has been submitted. You have two business days after the order executes (T+2) to edit these instructions. If your edits are not submitted by 4pm two days after the trade, your proceeds will be delivered via the Wire Transfer instructions we have on file.

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