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Shareworks

eXp World Holding’s, Inc has partnered with Shareworks by Morgan Stanley for the management and administration of its equity plans. Shareworks is available to all agents with stock awards and those participating in the Agent Equity Program.

eXp Stock Awards and Agent Equity Program (AEP)

Manage your stock portfolio – grants, vesting, purchases through the Equity Incentive Plan.

Anywhere, anytime access to:

  • Outstanding Agent Growth Incentive Program stock awards (subject to vesting)

  • New Agent Incentive Growth Program stock awards

  • Shares issued upon vesting of stock awards*

  • Shares issued through the Agent Equity Program*

Sell or Transfer

  • Sell and transfer your issued shares whenever you need. You can link Shareworks to your bank account or personal investment broker.

Dedicated Support

  • The Shareworks Participant Experience Group is available to assist by phone or email during regular business hours.

Information Alerts

  • Email Notifications about key events that you might not want to miss.

Mobile Access

  • Access Shareworks through Okta app with your eXp passport credentials.

* Shares issued prior to November 1, 2019 are held in agent accounts at Broadridge Financial Services, Inc.

SHAREWORKS de MORGAN STANLEY

Shareworks de Morgan Stanley es una plataforma basada en la nube para gestionar tu participación en planes de acciones.

CUENTAS

  • Nuevas cuentas creadas en la semana siguiente a la fecha de ingreso a eXp

  • Cuenta registrada a nombre del agente solamente

  • No se pueden crear cuentas a nombre de una empresa

ACCESS

  • A través de OKTA seleccionando el icono de Shareworks.

  • exp.solium.com – utilizando credenciales de pasaporte eXp.

  • Shareworks App

CARACTERISTICAS

  • En cualquier lugar, en cualquier momento, acceda a:

  • Premios de acciones AGIP otorgados

  • Emitido en efectivo de premios liquidados.

  • Enlace a una cuenta bancaria o corredor de inversión personal.

  • Alertas de información: notificaciones por correo electrónico sobre eventos clave de EXP.

  • Soporte dedicado a través del Grupo de Experiencia del Participante por teléfono o correo electrónico

W-8BEN

Como parte del proceso de activación de la cuenta de Shareworks, se requerirá un formulario W-8BEN que certifique que el participante no está sujeto a impuestos estadounidenses.
Si necesita ayuda para completar el formulario, visite:
https://support.solium.com/hc/en-us/articles/360024368592-How-do-I-complete-the-W-8-BEN-form-

Shareworks Support

The Shareworks Participant Experience Group is available Monday through Friday from 5 a.m. PT / 8 a.m. to 5 p.m. PT / 8 p.m. ET.

International Code:

Email:

Website:

+ 1 403.515.3909

[email protected]

https://support.solium.com

International Code: + 1 403.515.3909

Email: [email protected]

Website: https://support.solium.com

Nasdaq EXPI

eXp is an eXp World Holdings, Inc. (Nasdaq: EXPI) company. As a subsidiary of a publicly traded company, eXp offers real estate professionals the unique opportunity to earn equity awards for various achievements.

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