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 | | How do I open an account? |
 | | To open a Solium Shareworks™ account please follow the easy steps below:- Visit www.solium.com
- Click "Open Account" on the top navigation of the homepage.
- Enter the CompanyID and password provided to you in the letter you received from Solium. The CompanyID and password to open a Shareworks account is the same for all plan participants of a company. If you misplaced the letter we sent you please contact our call center to obtain this information.
- Complete the short activation form requesting basic contact information, and optional banking information.
- Review and complete the Participant Account Agreement.
A confirmation screen will display once your activation is complete. Take note of the confirmation number for your reference. Once your activation form has been reconciled with the information provided by your company, Solium will send you your account number and temporary passwords in separate letters by regular post. If you do not wish to wait for those letters to access your account please contact our call center. |
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| | How do I sign into my account? |
| | To access your Solium Shareworks account please follow the easy steps below:- Visit www.solium.com
- Click "Employee Login" on the top navigation of the homepage.
- Enter your account number and login password (case sensitive)
Note to first time users:- Your account number, temporary login password and temporary transaction password are sent to you from Solium by regular post after you complete the account activation process. You will be asked to reset both passwords upon first use of Shareworks.
- When you log in for the first time you will be asked to review and approve the Agreement(s) that entitle you to receive real time stock quotes. At the bottom of your Account Summary page you will also have to confirm that your option summary is accurate or submit concerns/questions electronically to Solium and your company for resolution. Once you have confirmed the accuracy of your holdings, you will be presented with your account portfolio and will be able to transact online.
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| | I've forgotten my account number, what do I do? |
| | Your account number is sent to you by regular post once you have activated your account and Solium has validated it. If you misplaced this letter or do not wish to wait to receive it before accessing your account, please contact our call center to retrieve your account number. Account numbers are formatted as CS######-##. It is important to ensure that you are using the number zero and not the letter "O" after the CS. |
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| | I've forgotten my account password, what do I do? |
| | A temporary account password is sent to you by regular post once you have activated your account and Solium has validated it. If you misplaced this letter or forgot the new account password you created after receiving this letter, please contact us and we will issue you a new temporary account password. For your security, you will be asked to provide your verification word and some additional personal information to confirm your identity to Solium. When you first use your new temporary account password, you will be asked to reset it immediately. |
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| | I've forgotten my transaction password, what do I do? |
| | A temporary transaction password is sent to you by regular post once you have activated your account and Solium has validated it. If you misplaced this letter or forgot the new transaction password you created after receiving this letter, please contact us and we will issue you a new temporary transaction password. For your security, you will be asked to provide your verification word and some additional personal information to confirm your identity to Solium. When you first use your new temporary transaction password, you will be asked to reset it immediately. |
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| | Why do I need two passwords? |
| | Solium provides each participant with both a login password and a transaction password. These are initially set as two separate passwords for security purposes, however, at your personal discretion, you may change these passwords to be the same in the Password Administration section of the Personal Profile and Passwords tab in Shareworks. For security purposes, Solium recommends that you maintain two distinct passwords. |
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| | Are there requirements for my passwords? |
| | Yes. Your passwords must be 8 to 20 characters in length and must be alphanumeric. Your passwords may not contain your name. We recommend that you use a combination that is difficult for others to determine, but memorable for you. Solium will provide you temporary login and transaction passwords. When you first use them, you will be asked to reset them. We also recommend that you use a different password combination to login and transact. |
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| | How do I unlock my account? |
| | For your security reasons, your account typically becomes locked after 6 unsuccessful login attempts. Your company might have chosen to increase or decrease this number. Please contact our call center by phone to unlock your account. |
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| | How can I modify my mailing address? |
| | You can update your mailing address through your Shareworks account under the 'Personal Profile and Passwords' tab. Select 'Personal Profile' and then 'Edit Personal Profile'. To change your home address you must notify your company's Human Resource department first. Solium will receive the change of information from your company and you will see the update in your account within a few weeks. |
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| | What is a personal identification security question and why do I need it? |
| | Security questions are a security measure employed by Solium to confirm the identity of an account holder. These questions and the related answers are selected by the account holder during the activation process. Should you need to contact our call center for support, we will use these questions to validate your identity before disclosing any confidential information. Shareworks allows you to select two identification questions words for added security. Here's an example of a personal identification security question and answer:
Security question: “My first car”
Security answer: “1965 Chevy” |
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| | How can I exercise my stock options? |
| | To exercise your employee stock options, please follow the steps below:- Login to Shareworks.
- Click on the "Stock Option and Awards" tab (top menu).
- To begin an exercise, click the "Exercise" link to the right of the grant from which you wish to exercise on the "Transaction View" tab.
- Select how many options to exercise and, if applicable, the exercise type.
- Choose the delivery instructions for your proceeds or certificate.
- Specify market or limit order.
- Review the Exercise Letter. This letter summarizes your exercise request and is used by Solium to communicate your choices to your company and our brokerage partner.
- Review the Exercise Summary showing you details on delivery and proceeds if applicable.
- Enter your transaction password and click "submit" to complete the exercise. Once you click submit you cannot cancel the exercise.
- You will be presented a confirmation of your exercise and will be given an exercise reference number for your records. Your exercise will display in the Exercise History section of Stock Options and Awards for you to monitor its progress.
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| | How can I withdraw my shares? |
| | To withdraw shares from your employee purchase plan please follow the steps below:- Login to Shareworks.
- Click on the "Share Purchase & Holdings' tab (top menu).
- To being a withdrawal, click the "Withdraw" link to the right of the plan you wish to withdraw from on the "Transaction View" tab.
- Select how many shares you wish to withdraw. Depending on your particular plan, you will need to specify how many employee units and/or employer units you wish to withdraw.
- Specify market or limit order.
- Choose the delivery method for your proceeds.
- Review the Withdrawal Summary showing you details on delivery and proceeds if applicable.
- Enter your transaction password and click "submit" to complete the withdrawal. Once you click submit you cannot cancel the withdrawal.
- You will be presented a confirmation of your share withdrawal and will be given a reference number for your records. Your withdrawal will display in the Transaction History section of your account.
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| | How long does it take before I receive my proceeds? |
| | After your exercise has been filled, there is a three-business day settlement period required. On the next business day from the settlement date, your funds are forwarded to you by the method indicated on your exercise form. If you selected to have your funds deposited or wired to your account, please note that your bank may not post your proceeds into your account right away. Please contact your bank for further information of when they post transfers of money. |
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| | What is the W-9 form for? |
| | A person who is required to file an information return with the IRS must get the correct taxpayer identification number (TIN) to report, for example, income paid, real estate transactions, mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, or contributions made to an IRA. The Form W-9 is used only if you are a U.S. person (including a resident alien), to give your correct TIN to the person requesting it (the requester) and, when applicable, to: - certify the TIN you are giving is correct (or you are waiting for a number to be issued),
- certify you are not subject to backup withholding, or
- claim exemption from backup withholding if you are a U.S. exempt payee.
Filling out a W-9 is straightforward. Just provide your name and Social Security Number, or the name and Employer Identification Number of your business. By submitting a W-9, you are certifying that the tax id number you are providing is correct and accurate and that you are not subject to backup withholding. Click here to download a blank Form W-9 (PDF). |
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| | What is the difference between a market order and a limit order? |
| | A market order is an order placed to buy or sell a security immediately, at the best possible price. A limit order is an order to buy or sell a security at a specified price. This type of order can be executed only at the specified price, or better. Shareworks permits a limit order to be in effect for up to 30 days. You can choose the type of order you wish to have filled for both option exercises and share withdrawals dependant on your specific plan parameters. Please note that if you choose to enter a market-price order outside regular trading hours, the opening price of the stock may not reflect its closing price. |
